Dorine
Sanchez

Redw Wealth LLC

CRD#5004118
Investment Advisor
in Albuquerque, NM

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About this Advisor

Dorine Sanchez is a financial advisor based in Albuquerque, New Mexico, working with Redw Wealth LLC. Dorine has previously held positions at Redw Stanley Financial Advisors, Redw Wealth (formerly Redw Stanley Financial Advisors), and Redw Wealth. Dorine has passed the Series 65 regulatory exam and is registered to provide services in Alaska, Arizona, California, Colorado, Illinois, New Mexico, Texas, and Virginia. Currently, Dorine is part of Redw Wealth LLC, which operates out of Albuquerque, New Mexico. The firm has 2 offices and 17 employees. The firm manages assets totaling $1.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Redw Wealth LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

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 St. Ne
Albuquerque, NM 87109

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Redw Wealth LLC Brokerage Details

Total Assets Under Management

$1,004,648,408

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

17

NM Average: 18
Total Number of Accounts

1,227

NM Average: 517
Average Account Size

$818,784

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

Dorine Sanchez Work History

2020 - Present (4 years)

Redw Wealth

2015 - 2019 (4 years)

Redw Wealth (Formerly Redw Stanley Financial Advisors)

2003 - 2014 (11 years)

Redw Stanley Financial Advisors

Disclosures

Please visit the SEC profile of Dorine 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

Daniel Yu
Albuquerque, NM
Robert Elzholz
Phoenix, AZ
Bryan Giron
Albuquerque, NM
Erin Dunagan Hiner
Albuquerque, NM
Christine Papelian
Phoenix, AZ
Roman Sandoval
Albuquerque, NM
Robert Papelian
Phoenix, AZ
Carl Alongi
Albuquerque, NM

The content in this profile was updated by SmartAsset on 6/19/2024. 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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