Reese
Hinton

Redw Wealth LLC

CRD#6701500
Investment Advisor
in Phoenix, AZ

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About this Advisor

Reese Hinton is a certified financial planner who works out of Phoenix, Arizona with 2 years of relevant experience. Hinton works at Redw Wealth LLC. Over the course of their career, they have held roles at Charles Schwab & Co., Inc, Jumar Corp. (Dba The Aqualizer), Nationwide Insurance, National Bank Of Arizona, Pf Chang'S China Bistro, Arizona State University, Schwab Private Client Investment Advisory, Inc, Phoenician Wealth Management, LLC and Redw Wealth LLC. Hinton holds Series 63 and Series 66 licenses, designating them as a securities broker, and is able to serve investors in Alaska, Arizona, California, Colorado, Michigan, New Mexico and Texas. Redw Wealth LLC is a financial advisory company that has its headquarters in Albuquerque, NM. The firm has a total of 14 employees. It manages $896 million in assets under management across its 1,189 customer accounts, making it one of the larger investment advisory firms in the country by assets under management. The firm advises eight charities and foundations. Of its 1,189 client accounts, 35% belong to high-net-worth clients who have at least $1 million in assets available to invest. Redw Wealth LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. A financial advisor's fees typically depend on which services are offered. Fee types billed by Redw Wealth LLC can include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

5353 N. 16Th St. Suite 200
Phoenix, AZ 85016

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Redw Wealth LLC Brokerage Details

Total Assets Under Management

$896,400,602

AZ Average: $3,612,835,751
Total Number of Employees

14

AZ Average: 18
Total Number of Accounts

1,189

AZ Average: 517
Average Account Size

$753,911

AZ Average: $6,988,077

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Reese Hinton Work History

Reese has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Redw Wealth LLC

2019 - 2021 (2 years)

Phoenician Wealth Management, LLC

2018 - 2019 (1 year)

Schwab Private Client Investment Advisory, Inc

2016 - 2018 (2 years)

Charles Schwab & Co., Inc

2015 - 2016 (1 year)

Jumar Corp. (Dba The Aqualizer)

2014 - 2014 (< 1 year)

Nationwide Insurance

2014 - 2014 (< 1 year)

Pf Chang'S China Bistro

2013 - 2013 (< 1 year)

National Bank Of Arizona

2011 - 2014 (3 years)

Arizona State University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Reese Hinton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Redw Wealth LLC

Robert Elzholz
Phoenix, AZ
Bernadine Sanchez
Albuquerque, NM
Christine Papelian
Phoenix, AZ
Roman Sandoval
Albuquerque, NM
Reese Hinton
Phoenix, AZ
Robert Papelian
Phoenix, AZ
Daniel Yu
Albuquerque, NM
Carl Alongi
Albuquerque, NM

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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