A complete list of active advisors currently associated with Redemptive Wealth Management LLC

Warmer can help you find a great advisor at Redemptive Wealth Management LLC or one who fits your needs even better.

Redemptive Wealth Management LLC is a state-registered, fee-only investment adviser that provides comprehensive financial planning, family wealth coordination, and discretionary investment management to individuals, high-net-worth clients, and businesses. The firm’s brochure also discloses services for pooled vehicles and institutional clients and notes that it offers educational seminars and workshops. The firm follows a model-based, primarily index-oriented approach, implementing asset allocation through model portfolios built mainly from low-cost ETFs, with certain models that include allocations to precious metals and region-specific funds; comprehensive planning is included with its investment advisory service and accounts are reviewed at least quarterly. RWM requires use of a single custodian (Altruist Financial) for all client transactions and delivers a Model Portfolio Disclosure Statement prior to account opening that highlights structural and tax considerations (including PFIC and grantor-trust issues for some precious metals products). Noteworthy for a solo adviser managing roughly $986,000 in discretionary assets, the firm’s provision of pooled-vehicle and institutional management and its public educational programming are services that are statistically uncommon among independent firms of this size. The brochure also documents formal procedures for senior and vulnerable clients (trusted-contact designations and potential delayed disbursements) and a single-custodian execution model, features that may affect custody reporting and trade execution relative to many peers.

To learn more about the advisors currently working at Redemptive Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Crystal Jeske	Bixby, OK	1

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