Unclaimed Profile

Paul Luis Madrid

REDW WEALTH LLC·ALBUQUERQUE, New Mexico

Series 7, Series 63, Series 65Clean record16 years registeredREDW WEALTH LLC

8801 HORIZON BLVD, SUITE 401, ALBUQUERQUE, NM 87113CRD# 5311000Firm CRD# 109446

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Luis Madrid · ALBUQUERQUE, NM

Registration

CRD #5311000 · REDW WEALTH LLC · 16 years registered

Brand Profile

Not yet started

Career History

MADRID WEALTH MANAGEMENT

Oct 2024 – present

REDW STANLEY WEALTH ADVISORS, LLC

Oct 2015 – Dec 2016

ALBUQUERQUE, NM

REDW WEALTH LLC

Mar 2010 – Sep 2024

ALBUQUERQUE, NM

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · March 16, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

REDW WEALTH LLC

CRD 109446 · SEC 801-57516

AUM

$1.0B

Regulatory assets under management

Employees

1,227 client accounts

Services offered by REDW WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at REDW WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Paul Luis Madrid offer?

Paul Luis Madrid specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALBUQUERQUE, New Mexico for a consultation.

What are Paul Luis Madrid's credentials?

Paul Luis Madrid is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Luis Madrid located?

Paul Luis Madrid is based in ALBUQUERQUE, New Mexico, working with REDW WEALTH LLC. Their office serves clients in the ALBUQUERQUE metropolitan area and surrounding communities.

How does Paul Luis Madrid charge for services?

Paul Luis Madrid's firm is compensated through percentage of aum, hourly charges, subscription fees, other: negotiated fees for bundled services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is REDW WEALTH LLC?

REDW WEALTH LLC has approximately 14 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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