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- Custodian
- LPL Financial · Security Benefit
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-31-2018
- Office Locations
- 1
Office Locations
About Redwing Financial
Redwing Financial is an independent Naperville, IL advisory firm providing financial planning and ongoing portfolio guidance with an education-first, collaborative approach. The practice works with a wide range of individuals and business owners—from students and young families to retirees—and does not prequalify clients by investable net worth. Investment implementation centers on diversified asset allocation, often using mutual funds and ETFs, with a focus on risk management; custody includes LPL Financial.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 106 clients, or 106 clients per representative. That equates to $390.5K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on May 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Redwing Financial record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DINA RENEE WIRTH
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #5060045
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,396,022 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,396,022 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Redwing Financial has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.