Ross
Nettles

Redw Wealth LLC

CRD#6603743
Investment Advisor
in Albuquerque, NM

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About this Advisor

Ross Nettles is a certified financial planner and personal financial specialist based out of Albuquerque, New Mexico who has 7 years of industry experience. Nettles is an employee of Redw Wealth LLC. During their career, Nettles has held roles at Trusted Advisor/Trusted Team Dba Retirement Extender, New Mexico Golf LTD, St. Michael'S High School and Redw Wealth (Formerly Redw Stanley Financial Advisors). Nettles maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to advise clients in Arizona, California, Illinois, New Mexico and Texas. Redw Wealth LLC is a business that has its headquarters in Albuquerque, NM. The firm has a total of 14 financial advisors. It controls $896 million in assets across its 1,189 accounts, placing it among the bigger firms in the country by assets under management. The firm serves eight charities and foundations. Of its 1,189 accounts, 35% belong to high-net-worth investors who have more than $1 million in investable assets. The advisory firm offers a wide range 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 charged by financial advisors are based on which service is provided. Fee types charged by Redw Wealth LLC likely are comprised of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™, Personal Financial Specialist

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

Ross Nettles Work History

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

2016 - Present (8 years)

Redw Wealth (Formerly Redw Stanley Financial Advisors)

2016 - 2016 (< 1 year)

Trusted Advisor/Trusted Team Dba Retirement Extender

2013 - 2014 (1 year)

St. Michael'S High School

1999 - 2014 (15 years)

New Mexico Golf LTD

*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 Ross Nettles 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

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