Robin
Depies
Redwood Private Wealth
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About this Advisor
Robin Depies is a financial advisor working in Colorado Springs, Colorado with 1 year of industry experience. Depies is on the advisory team at Redwood Private Wealth. Over the course of their career, Depies has held roles at Mutual Securities, Inc, Depies Enterprise, Badger Magnetics, Nova Financial LLC, Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, J.W. Cole Financial, Inc, J.W. Cole Advisors, Inc, Horter Investment Management, LLC, Heartfelt Financial Solutions, LLC, Confidence In Clarity LLC and Redwood Private Wealth LLC. Depies has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Colorado. Redwood Private Wealth is an advisory company that has its headquarters in Phoenix, AZ. The company has offices in 12 locations and a total of 51 people on staff. It controls $204 million in total assets between its 1,788 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 1,788 accounts, just 5% are associated with high-net-worth clients who have more than $1 million in assets. Redwood Private Wealth performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees typically vary depending on which services the firm provides the client. Fee types charged by Redwood Private Wealth can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Redwood Private Wealth Brokerage Details
$204,343,703
51
1,788
$114,286
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Robin Depies Work History
Robin has been registered as a financial advisor for 1 years.*
Redwood Private Wealth LLC
Heartfelt Financial Solutions, LLC
Confidence In Clarity LLC
Horter Investment Management, LLC
Mml Investors Services, LLC
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
Metlife Securities Inc
Massachusetts Mutual Life Insurance Company
Mutual Securities, Inc
Nova Financial LLC
Depies Enterprise
Badger Magnetics
*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 Robin Depies 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 Redwood Private Wealth
Phoenix, AZ
Phoenix, AZ
Cherryville, NC
Phoenix, AZ
Phoenix, AZ
Aiken, SC
Phoenix, AZ
Middletown, DE
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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