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Redeem Wealth Management

EST. AUM
$118,646,328

CONTACTS

CLIENT ACCOUNTS
773

Firm Details

Metro area Phoenix
CRD Number 313761
Website redeemfinancialgroup.com
Client types

Overview

Redeem Financial Group is a Gilbert, Arizona-based integrated financial services firm whose SEC-registered advisory business operates as Redeem Wealth Management. The firm serves individuals, high-net-worth families, and business owners through discretionary portfolio management, evidence-based investing, comprehensive financial planning, retirement and distribution planning, tax strategy, estate coordination, charitable planning, and risk management. Its broader platform also provides tax preparation, bookkeeping, fractional CFO services, insurance, mortgage lending, real estate brokerage, and property management. Redeem emphasizes coordinated, values-based advice delivered by an in-house team. As of June 25, 2026, it reported $118.6 million in regulatory assets under management across 773 discretionary client accounts.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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