Dorine
Sanchez
Redw Wealth LLC
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About this Advisor
Dorine Sanchez is a certified financial planner who works in Albuquerque, New Mexico with 17 years of relevant experience. Sanchez currently works for Redw Wealth LLC. Throughout their career, Sanchez has worked at Redw Stanley Financial Advisors, Redw Wealth (Formerly Redw Stanley Financial Advisors) and Redw Wealth. Sanchez has a Series 65 license, designating them as an investment advisor representative, and is approved to serve investors in Alaska, Arizona, California, Colorado, Illinois, New Mexico, Texas and Virginia. Redw Wealth LLC is a financial advisory company that has its headquarters in Albuquerque, NM. It has a total of 14 people on staff. It handles $896 million in assets among its 1,189 client accounts, making it one of the bigger firms in the United States by assets under management. The firm advises eight charities and foundations. Of its 1,189 accounts, 35% are associated with high-net-worth individuals who have at least $1 million in investable assets. The company performs a wide 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. Financial management fee schedules depend on the type of services offered. Fees billed by Redw Wealth LLC most likely consist 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
Dorine Sanchez Work History
Dorine has been registered as a financial advisor for 17 years.*
Redw Wealth
Redw Wealth (Formerly Redw Stanley Financial Advisors)
Redw Stanley Financial Advisors
*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 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
Phoenix, AZ
Albuquerque, NM
Phoenix, AZ
Phoenix, AZ
Albuquerque, NM
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.
