Daniel
Yu
Redw Wealth LLC
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About this Advisor
Daniel Yu is a certified financial planner and chartered financial analyst operating in Albuquerque, New Mexico who has 8 years of relevant experience. Yu is on the advisory team at Redw Wealth LLC. Throughout their career, Yu has worked at United Capital, Na, Redw Stanley Financial Advisors, LLC and Redw Wealth (Formerly Redw Stanley Financial Advisors). Yu has a Series 63 license, designating them as a securities representative, and is approved to operate in Alaska, Arizona, California, Colorado, Illinois, Michigan, New Hampshire, New Mexico, Texas and Virginia. Redw Wealth LLC is a company that has its headquarters in Albuquerque, NM. It has a total of 14 advisors. It administers $896 million in assets between its 1,189 accounts, placing it among the bigger firms in the nation by assets under management. The firm advises eight charities and foundations. Of its 1,189 accounts, 35% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Redw Wealth LLC offers a number of services, such as 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 charged by financial advisors largely vary depending on which services the firm provides the client. However, fees charged by Redw Wealth LLC likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Redw Wealth LLC Brokerage Details
$896,400,602
14
1,189
$753,911
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
Daniel Yu Work History
Daniel has been registered as a financial advisor for 8 years.*
Redw Wealth (Formerly Redw Stanley Financial Advisors)
Redw Stanley Financial Advisors, LLC
Redw Stanley Financial Advisors, LLC
Na
United Capital
*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 Daniel Yu 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
Phoenix, AZ
Albuquerque, NM
Phoenix, AZ
Albuquerque, NM
Phoenix, AZ
Phoenix, AZ
Albuquerque, NM
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.
