Redeem Wealth Management

Redeem Wealth Management (CRD# 313761) is a financial advisory firm headquartered in Gilbert, AZ. They manage $52,000,000 in 162 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2162 E. Williams Field Rd Suite 111, Gilbert, AZ 85295
https://www.facebook.com/redeemwealth/
By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    162
    ACCOUNTS
  • Average Account Value
    $320,988
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, TX

Financial Advisors at Redeem Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Houston Friend, financial advisor Gilbert AZ
Houston J. Friend
CRD#: 6560237
2162 E. Williams Field Rd Suite 111, Gilbert, AZ 85295

Houston Friend (CRD# 6560237) is an Investment Advisor Representative working at Redeem Wealth Management in Gilbert, AZ and has over 8 years of experience in the finance industry.

2
Jeremy Sharp, financial advisor Gilbert AZ
Jeremy E. Sharp
CRD#: 5814705
2162 E. Williams Field Rd Suite 111, Gilbert, AZ 85295

Jeremy Sharp (CRD# 5814705) is an Investment Advisor Representative working at Redeem Wealth Management in Gilbert, AZ and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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