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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-1999
- Office Locations
- 4
Office Locations
About Redw Wealth LLC
REDW Wealth LLC, part of REDW Advisors & CPAs, provides wealth management and integrated advisory support for individuals and business owners, combining financial planning (retirement, estate and investment planning) with strategic tax and risk management. Investment work includes active management and asset allocation across public funds, ETFs, and fixed income. Differentiator: in-house software and cybersecurity expertise, including a Cybersecurity Scorecard and finance policies assessment.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
STEVEN ROBERT COGAN
MANAGING PRINCIPAL, Principal
- CRD
- --
- Ownership
- 10% but less than 25%
JESSICA LYNN BUNDY
Principal
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 15 owners & executives
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CARL M ALONGI
--
- CRD
- #4510640
Scott Andrew Birmingham
Wealth Advisor
- CRD
- #3272484
Showing 2 of 23 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $820,549,259 | $920,931 |
| Non-Discretionary | $48,644,745 | $48,644,745 |
| Total | $869,194,004 | $974,433 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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