Red Door Wealth Management, LLC logo

Red Door Wealth Management, LLC

Updated today

Client AUM

$2,869,576,783

Clients

929

Advisors

10

of 19 employees

About

Red Door Wealth Management provides investment advisory services to individuals, high‑net‑worth clients, pooled investment vehicles, and pension and profit‑sharing plans. Its brochure describes discretionary and non‑discretionary portfolio management, financial planning and advisory consulting, family‑office and wealth planning (including bill‑pay and lifestyle management), pension consulting, separately managed accounts, and management of private pooled investment funds through a subsidiary.

The firm tailors investment advice to client objectives and risk tolerances and uses a range of approaches including fundamental and technical analysis, modern portfolio theory, direct‑indexing separately managed accounts, and periodic tax‑loss harvesting, with ongoing monitoring and rebalancing. For certain sophisticated clients it offers access to private funds managed by RDPF Management Group LLC (a wholly‑owned subsidiary) and discloses the use of performance‑based fees for those funds along with internal oversight and valuation procedures intended to address the associated conflicts.

Red Door is notable among peers for its active role as a private‑fund adviser and sponsor — having added multiple private funds (for example, Red Door DCP LLC and Red Door Opportunity Fund I and II) and serving pooled investment vehicle clients in addition to individual accounts. The brochure also highlights several operational distinctions, including affiliated travel and concierge services, a strategic relationship with an independent law firm to provide estate and trust services to qualifying clients, and explicit policies for side‑by‑side management and fair valuation when performance fees are charged.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers
Family office and wealth planning services, advisory consulting services

Expertise

Private / alternative investments Tax-loss harvesting Business exit / sale strategy Family Business

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Financial planning and advisory consulting services fees range between $1,000 and $20,000 annually; Family Office and Wealth Planning services fees range between $25,000 and $250,000 annually.

Percentage

$0 - $1,000,000: 1.25% $1,000,000 - $2,000,000: 0.75% $2,000,000+: 0.50%

Performance-based

Performance-based fees for private investment funds; fixed portion will not exceed 1% per annum of portfolio equity, payable quarterly in arrears, plus a performance-based fee based on capital gains or appreciation.

Main office

965 Ridge Lake Blvd, Suite 105

Memphis TN 38120

Advisors at this office

10

Most active in

Alabama · Arizona · Arkansas · California · Colorado · Florida · Georgia · Louisiana · Minnesota · Mississippi · Missouri · Nevada · New Hampshire · New Mexico · New York · North Carolina · South Carolina · Tennessee · Texas · Virginia · Washington · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Connor M

Series 65

Memphis, TN

Red Door Wealth Management, LLC

Connor Mykleby is a financial advisor at Red Door Wealth Management, LLC in Memphis, TN, holding a Series 65 credential with one year of industry experience. Prior to joining Red Door in 2025, he worked at Ernst & Young LLC from 2017 to 2019 and again from 2021 to 2025, with a one-year tenure at Riveron Consulting LLC in between. Red Door Wealth Management provides investment advisory services to individuals, high-net-worth clients, pooled investment vehicles, and pension and profit-sharing plans. The firm employs a variety of investment approaches, including fundamental and technical analysis, modern portfolio theory, and tax-loss harvesting, and is noted for its active role as a private-fund adviser and sponsor.

Private / alternative investments Tax-loss harvesting Business exit / sale strategy Family Business Founder/Business Owner Executive
user avatar

Connor W

Series 66

Memphis, TN

Red Door Wealth Management, LLC

Connor Wright is a financial advisor at Red Door Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Stephens Inc., Millstone Market, CAPTrust, and the University of Alabama. Red Door Wealth Management provides investment advisory services to individuals, high-net-worth clients, pooled investment vehicles, and pension and profit-sharing plans. The firm employs various investment approaches, including fundamental and technical analysis, modern portfolio theory, and direct-indexing separately managed accounts, and is noted for its active role as a private-fund adviser and sponsor.

Private / alternative investments Tax-loss harvesting Business exit / sale strategy Family Business Founder/Business Owner Executive
user avatar

Peyton K

CFP®, Series 66

Memphis, TN

Red Door Wealth Management, LLC

Peyton Klawinski is a CFP® professional with eight years of industry experience, currently serving at Red Door Wealth Management, LLC since 2021. Prior to joining Red Door, Klawinski worked at Stephens Inc. from 2017 to 2021 and completed academic work at the University of North Carolina from 2013 to 2017. Red Door Wealth Management provides advisory services to individuals, high-net-worth clients, pooled investment vehicles, and pension plans, employing diverse investment strategies including fundamental and technical analysis, modern portfolio theory, and tax-loss harvesting. The firm is recognized for its role as a private-fund adviser and sponsor, offering customized wealth planning and estate services through strategic partnerships.

Private / alternative investments Tax-loss harvesting Business exit / sale strategy Family Business Founder/Business Owner Executive
user avatar

Christopher W

Series 65

Memphis, TN

Red Door Wealth Management, LLC

Christopher Williamson is a financial advisor at Red Door Wealth Management, LLC in Memphis, TN, holding a Series 65 license with six years of industry experience. Prior to joining Red Door Wealth Management in 2019, he served five years in the United States Marine Corps. Red Door Wealth Management provides investment advisory services to individuals, high-net-worth clients, pooled investment vehicles, and pension and profit-sharing plans. The firm offers tailored investment advice using fundamental and technical analysis, modern portfolio theory, direct-indexing separately managed accounts, and periodic tax-loss harvesting, along with specialized services such as private fund management and affiliated travel and concierge services.

Private / alternative investments Tax-loss harvesting Business exit / sale strategy Family Business Founder/Business Owner Executive
user avatar

John P

CFP®, CFA®, Series 65

Memphis, TN

Red Door Wealth Management, LLC

John Phillips V is a CFP®, CFA®, and holds a Series 65 license with 17 years of industry experience. He has been with Red Door Wealth Management, LLC since 2010. Phillips is also an owner of RDPF Management Group LLC, a subsidiary of Red Door Wealth Management that manages several private investment funds. Red Door Wealth Management provides investment advisory services to individuals, high-net-worth clients, pooled investment vehicles, and pension and profit-sharing plans. The firm employs varied investment approaches and offers access to private funds through its subsidiary, with operational features including estate and trust services and concierge support.

Private / alternative investments Tax-loss harvesting Business exit / sale strategy Family Business Founder/Business Owner Executive
user avatar

Jonathan S

Series 63, Series 66

Memphis, TN

Red Door Wealth Management, LLC

Jonathan Stambaugh is a financial advisor at Red Door Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James & Associates and Southstate Securities Corp. Outside of his advisory role, he coaches baseball at West Collierville Middle School. Red Door Wealth Management provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and pooled investment vehicles. The firm employs a range of investment strategies tailored to client objectives and offers access to private funds alongside financial planning, family-office services, and specialized operational support.

Private / alternative investments Tax-loss harvesting Business exit / sale strategy Family Business Founder/Business Owner Executive
user avatar

William H

Series 63, Series 65

Memphis, TN

Red Door Wealth Management, LLC

William Hiatt is a financial advisor at Red Door Wealth Management, LLC in Memphis, TN, with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Red Door Wealth Management since 2010. Red Door Wealth Management provides investment advisory services to individuals, high-net-worth clients, pooled investment vehicles, and pension and profit-sharing plans. The firm offers tailored investment advice using various approaches, including fundamental and technical analysis, modern portfolio theory, and direct-indexing, and is notable for its active role in advising and sponsoring multiple private funds.

Private / alternative investments Tax-loss harvesting Business exit / sale strategy Family Business Founder/Business Owner Executive
user avatar

William A

CFP®, Series 66

Memphis, TN

Red Door Wealth Management, LLC

William Allen is a CFP® with 12 years of industry experience and has been with Red Door Wealth Management, LLC since 2015. He holds the Series 66 designation and is based in Memphis, TN. Red Door Wealth Management provides investment advisory services to individuals, high-net-worth clients, pooled investment vehicles, and pension and profit-sharing plans. The firm employs a variety of investment approaches tailored to client objectives, including fundamental and technical analysis, modern portfolio theory, and tax-loss harvesting, and it is notable for its active role as a private-fund adviser and sponsor.

Private / alternative investments Tax-loss harvesting Business exit / sale strategy Family Business Founder/Business Owner Executive
user avatar

John G

Series 63, Series 65

Memphis, TN

Red Door Wealth Management, LLC

John Giovannetti is a financial advisor at Red Door Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Red Door Wealth Management since 2018, following a three-year tenure at Duncan Williams Asset Management, LLC. Red Door Wealth Management provides investment advisory services to individuals, high-net-worth clients, pooled investment vehicles, and pension and profit-sharing plans. The firm uses a variety of investment approaches tailored to client objectives and risk tolerances, including fundamental and technical analysis, modern portfolio theory, and direct-indexing. It is notable for its role as a private-fund adviser and sponsor and offers services such as family-office and wealth planning, pension consulting, and estate and trust services through a strategic relationship with an independent law firm.

Private / alternative investments Tax-loss harvesting Business exit / sale strategy Family Business Founder/Business Owner Executive
user avatar

Celeste P

CFP®, Series 63, Series 65

Memphis, TN

Red Door Wealth Management, LLC

Celeste Pryor is a CFP® professional with 18 years of industry experience, currently serving at Red Door Wealth Management, LLC since 2023. Her prior roles include positions at FTN Financial Municipal Advisors and various FTN Financial entities, where she worked for over a decade. Red Door Wealth Management provides investment advisory services to individuals, high-net-worth clients, pooled investment vehicles, and pension plans. The firm employs diverse investment approaches, including fundamental and technical analysis, modern portfolio theory, and direct-indexing, and is known for its private-fund advisory business and integrated estate and trust services.

Private / alternative investments Tax-loss harvesting Business exit / sale strategy Family Business Founder/Business Owner Executive
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