REDSTONE WEALTH MANAGEMENT, LLC
Adviser information for REDSTONE WEALTH MANAGEMENT, LLC last updated from Form ADV on March 6th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Oklahoma, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,026 | $131.0M |
| Non-Discretionary | 0 | $0 |
| Total | 1,026 | $131.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 527 | $106.0M |
| HNW Individuals | 33 | $25.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 12 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 75 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-127994 |
|---|---|
| SEC ERA File Number | 801-127994 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 311525 |
| Legal Entity Identifier | None |
Principal Office
3404 NW 135TH STOKLAHOMA CITY
OK
United States
Monday - Friday, 8:30 AM - 5:00 PM
Tel: (405) 844-9933, Fax: (405) 493-6758
Chief Compliance Officer
LEE CANTRELL
PRESIDENT
3404 NW 135TH ST
OKLAHOMA CITY
OK
United States
Tel:
(405) 844-9933
Fax:
(405) 493-6758
L**@*************M
(Full email address available in API data)
Regulatory Contact
BRENT TERRELL
OPERATIONS MANAGER
3404 NW 135TH ST
OKLAHOMA CITY
OK
United States
Tel:
(405) 844-9933
Fax:
(405) 493-6758
B****@*************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CANTRELL GROUP, INC. | Domestic Entity | – | MEMBER | 07/2017 | > 75% |
| CANTRELL, ISRAEL, LEE | Individual | CANTRELL GROUP, INC. | PRESIDENT | 01/2014 | 50-75% |
| CANTRELL, MELODIE, SUE | Individual | CANTRELL GROUP, INC. | SECRETARY/TREASURER | 01/2014 | 50-75% |
| CANTRELL, ISRAEL, LEE | Individual | – | CHIEF COMPLIANCE OFFICER | 12/2020 | < 5% |