Dorine
Sanchez

Redw Wealth LLC

CRD#5004118
Investment Advisor
in Albuquerque, NM

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About this Advisor

Dorine Sanchez is a certified financial planner who is based out of Albuquerque, New Mexico. Currently an investment advisor with Redw Wealth LLC, they have accumulated 17 years of work experience. Sanchez holds a Series 65 license, certifying the advisor as an investment advisor representative. Sanchez is registered to serve customers in Alaska, Arizona, California, Colorado, New Mexico and Texas. During their career, Sanchez has held roles at Redw Stanley Financial Advisors and Redw Wealth (Formerly Redw Stanley Financial Advisors). Redw Wealth LLC is headquartered in Albuquerque, New Mexico. Overall, Redw Wealth LLC manages $754 million in assets across 980 accounts and employs 12 staff members. The level of assets currently under the firm's management makes it one of the larger investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 38% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Redw Wealth LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65, Certified Financial Planner

Years of Experience

17 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

7425 Jefferson St. Ne
Albuquerque, NM 87109

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Redw Wealth LLC Brokerage Details

Total Assets Under Management

$753,879,593

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

12

NM Average: 18
Total Number of Accounts

980

NM Average: 517
Average Account Size

$769,265

NM Average: $6,988,077

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Investment Advisory Services

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

Dorine Sanchez Work History

Dorine has 17 years of experience.

2015 - Present (6 years)

Redw Wealth (Formerly Redw Stanley Financial Advisors)

2003 - 2014 (11 years)

Redw Stanley Financial Advisors

Disclosures

Dorine Sanchez has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Redw Wealth LLC

Bernadine Sanchez
Albuquerque, NM
Carl Alongi
Albuquerque, NM
Van Billops
Albuquerque, NM
Ryan Hart
Phoenix, AZ
Paul Madrid
Albuquerque, NM
David Cechanowicz
Albuquerque, NM
Dorine Sanchez
Albuquerque, NM
Robert Latimer
Albuquerque, NM

This content was compiled from the SEC and FINRA.

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