# REDW WEALTH LLC

REDW WEALTH LLC of ALBUQUERQUE, NM is an SEC-registered investment adviser.

## Registration

- CRD: 109446
- Type: SEC-registered investment adviser
- SEC file number: 801-57516
- Location: 8801 HORIZON BLVD NE, SUITE 401, ALBUQUERQUE, NM, 87113
- Phone: 505-998-3200
- Latest filing: 2026-07-10
- Regulatory AUM: $869.2M
- Discretionary AUM: $820.5M
- Non-discretionary AUM: $48.6M
- Clients: 15
- Accounts: 892

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations, Other

## Officers, owners & control persons (68)

_Showing 25 of 68 people._

| Name | Role | Location |
| --- | --- | --- |
| Steven Robert Cogan | MANAGING PRINCIPAL | — |
| James Francisco Montoya | PRINCIPAL | — |
| Christopher Wayne Tyhurst | PRINCIPAL | — |
| Tom Lee Friend | PRINCIPAL | — |
| Dean Nester Willingham | PRINCIPAL | — |
| Akm Mustafa Kamal | PRINCIPAL | — |
| Anthony Richard Gerlach | PRINCIPAL | — |
| Jessica Lynn Bundy | PRINCIPAL | — |
| Jamie Scott Fridley | PRINCIPAL | — |
| James Arthur Ortiz | PRINCIPAL | — |
| Jeffrey Otto Largay | PRINCIPAL | — |
| Brian Foltyn | PRINCIPAL | — |
| Kerry Neil Prine | CHIEF OPERATING OFFICER | — |
| James Robert Karberg | CHIEF COMPLIANCE OFFICER | — |
| Douglas Malcolm Hatcher | PRINCIPAL | — |
| Christopher Bitakis | PRINCIPAL | — |
| Wesley Benally | PRINCIPAL | — |
| COGAN STEVEN R | PRINCIPAL | — |
| POST GLEN G | PRINCIPAL | — |
| RIVERA RON J | PRINCIPAL | — |
| STREET EDWARD R | PRINCIPAL | — |
| TRUJILLO JAMES D | PRINCIPAL | — |
| BLEAKMAN BRUCE EMIL | PRINCIPAL | — |
| ZILER RAY | PRINCIPAL | — |
| DENNEDY JAMES H | PRINCIPAL; PRINCIPAL REDW STANLEY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109446/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109446/similar
- Related entities: https://search.stillhousedata.com/firm/109446/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109446

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.