Bernadine
Sanchez

Redw Wealth LLC

CRD#6723736
Investment Advisor
in Albuquerque, NM

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About this Advisor

Bernadine Sanchez is a financial advisor based out of Albuquerque, New Mexico who has 7 years of relevant experience. Sanchez is currently employed by Redw Wealth LLC. Over the course of their career, they have held roles at Hewlett Packard, Cch Group, Wolters Kluwer, Redw Stanley Financial Advisors and Redw Wealth (Formerly Redw Stanley Financial Advisors). Sanchez holds a Series 65 license, designating them as an investment advisor representative, and can advise clients in New Mexico. Redw Wealth LLC is an advisory company based in Albuquerque, NM. The firm has a total of 14 employees. It has $896 million in assets under management among its 1,189 customer accounts, making it one of the larger firms in the nation by assets under management. The firm advises eight charitable organizations. Of its 1,189 customer accounts, 35% are held by high-net-worth clients who have at least $1 million in assets available to invest. Redw Wealth LLC provides a broad set 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. Fees for financial management are based on which services are offered. Fee types charged by Redw Wealth LLC most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

7 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

7425 Jefferson Ne
Albuquerque, NM 87109

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Redw Wealth LLC Brokerage Details

Total Assets Under Management

$896,400,602

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

14

NM Average: 18
Total Number of Accounts

1,189

NM Average: 517
Average Account Size

$753,911

NM 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

Bernadine Sanchez Work History

Bernadine has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Redw Wealth (Formerly Redw Stanley Financial Advisors)

2015 - 2016 (1 year)

Redw Stanley Financial Advisors

2014 - 2014 (< 1 year)

Cch Group, Wolters Kluwer

2013 - 2013 (< 1 year)

Hewlett Packard

*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 Bernadine Sanchez 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

Bernadine Sanchez
Albuquerque, NM
Robert Elzholz
Phoenix, AZ
Christine Papelian
Phoenix, AZ
Robert Papelian
Phoenix, AZ
Roman Sandoval
Albuquerque, NM
Reese Hinton
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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