Redemptive Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Redemptive Wealth Management describes its clients as pooled investment vehicles and business accounts while also offering services to individual and high-net-worth clients, an arrangement that is less common for firms in the investment-manager category. Services include portfolio management for pooled vehicles and businesses, comprehensive financial planning, and educational seminars and workshops for clients and publics.
The firm emphasizes passive, asset-class-based portfolio construction and tailors investment policy statements to client objectives, offering discretionary management consistent with those policies. It also conducts due diligence and may recommend or select other advisers for clients, and provides ongoing monitoring and annual plan updates as part of its advisory relationships.
Distinctive features include its status as a recently formed, single-adviser firm with no assets under management yet and an uncommon mix of fee arrangements: while it charges percentage-of-AUM advisory fees, it also offers hourly and project-based consulting and flat-fee planning engagements. The firm additionally provides educational programming and facilitates access to alternative investment conversations through disclosed third-party relationships, which together make its service mix atypical among peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Retirement income strategy
Tax strategies for small businesses
Charitable giving & philanthropy
Cash flow / budgeting
Demographic focus
Religious/faith focused
Fee options
Flat fees for comprehensive financial planning from $3,000 to $10,000; project fees vary by service
$0 - $999,999: 1.5% annually $1,000,000 - $4,999,999: 1.25% annually $5,000,000 - $9,999,999: 1.0% annually $10,000,000+: 0.75% annually
Hourly rates ranging from $150 to $250 per hour depending on service type
Fee-only: Flat fees for specific financial planning projects ranging from $1,500 to $15,000 depending on scope and complexity
Main office location
Redemptive Wealth Management LLC
The Woodlands TX, United States
Number of offices
1
Most active in
Redemptive Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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