Redmont Wealth

Redmont Wealth Advisors provides discretionary investment management exclusively as a sub-adviser to Wavvest Wealth, LLC, implementing model portfolios and trade execution for Wavvest’s clients under a written sub-advisory agreement. The firm previously managed a very small number of direct relationships, including individual and institutional accounts, but those relationships are in the process of transitioning to Wavvest.

Redmont’s investment process emphasizes disciplined, data-driven security selection and strategic asset allocation, using ETFs, mutual funds, individual equities and fixed‑income, closed‑end funds, and other alternative or pooled investment vehicles to construct model portfolios. Portfolios are managed within the investment guidelines and discretionary parameters established by Wavvest, with room for tactical adjustments as market conditions warrant.

What is distinctive about Redmont is its current operating model and ownership structure: the firm is shifting from direct client management to a sub‑advisory role (with no direct client billing or custody) and is jointly owned by a principal who also serves in a leadership role at Wavvest and two minority owners, so it is not a solo practice despite its small advisor count. The brochure also discloses reliance on third‑party research and model-driven oversight for pooled and alternative vehicles, and that proxy voting, custody, and client reporting responsibilities rest with Wavvest.