RED DOOR WEALTH MANAGEMENT, LLC
Latest filing: Apr 10, 2025 (97 days ago)
AUM
$2,520,524,776
41% change vs. 1 year ago
112% change vs. 3 years ago
293% change vs. 5 years ago
1922% change vs. 10 years ago
Employee Count
17
21% change vs. 1 year ago
42% change vs. 3 years ago
70% change vs. 5 years ago
240% change vs. 10 years ago
Main Office
MEMPHIS, TN
965 RIDGE LAKE BLVD, MEMPHIS, TN, UNITED STATES, 38120
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.9 |
| Non-Discretionary | $0.6 |
| Total | $2.5 |
| Client | AUM |
|---|---|
| Retail | $2.3 |
| Pooled | $0.1 |
| Institutional | $0.1 |
| Total | $2.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 469 | $0.2 |
| Average Individual AUM | $380,720 | |
| HNW | 343 | $2.2 |
| Average HNW AUM | $6,300,513 | |
| Retail Total | 812 | $2.3 |
| Average Retail AUM | $2,881,322 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $1.3 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $2.4 |
| Retail SMA AUM | $2.3 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 15% | $0.4 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 13% | $0.3 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 2% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 30% | $0.7 |
| Other Pools | 27% | $0.7 |
| Cash | 12% | $0.3 |
| Other | 0% | $0.0 |
| Total | 100% | $2.4 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| RDPF MANAGEMENT GROUP LLC | $0.0 | - | |
| CANNON WRIGHT BLOUNT | $0.0 | accountancy | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
6 active
| Name | Title |
|---|---|
| PHILLIPS, JOHN | CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER |
| HIATT, WILLIAM, FREDERICK | MEMBER |
| CANNON, JUDSON, WILLIAMS | MEMBER |
| WRIGHT, DOUGLAS, BONNER | MEMBER |
| ALLEN, WILLIAM, DANIEL | MEMBER |
| GIOVANNETTI, JOHN, CARTER | MEMBER |
ADVDB.CO • SOURCE: SEC
Representatives
8 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| WILLIAM HIATT | MEMPHIS | TN | S63|1994-10-28|S65|2010-12-10 | ||||||
| JONATHAN STAMBAUGH | MEMPHIS | TN | S63|2011-11-22|S66|2012-12-15 | ||||||
| CHRISTOPHER WILLIAMSON | MEMPHIS | TN | S65|2020-01-17 | ||||||
| WILLIAM ALLEN | MEMPHIS | TN | S66|2013-11-08 | CERTIFIED FINANCIAL PLANNER | |||||
| JOHN PHILLIPS | MEMPHIS | TN | S65|2009-03-03 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST | |||||
| PEYTON KLAWINSKI | MEMPHIS | TN | S66|2017-12-21 | ||||||
| JOHN GIOVANNETTI | MEMPHIS | TN | S63|2008-12-08|S65|2012-04-24 | ||||||
| CELESTE PRYOR | MEMPHIS | TN | S63|2010-12-20|S65|2006-11-30 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $2.5 | $0.0 | 0% | 17 | 0 | 0% |
| 2025-04-21 | $2.5 | $0.0 | 0% | 17 | 0 | 0% |
| 2024-04-02 | $1.8 | $0.7 | 41% | 14 | 3 | 21% |
| 2023-04-04 | $1.4 | $1.1 | 75% | 13 | 4 | 31% |
| 2022-04-01 | $1.2 | $1.3 | 112% | 12 | 5 | 42% |
| 2021-04-05 | $0.8 | $1.7 | 206% | 11 | 6 | 55% |
| 2020-04-01 | $0.6 | $1.9 | 293% | 10 | 7 | 70% |
| 2019-04-01 | $0.5 | $2.0 | 424% | 9 | 8 | 89% |
| 2018-04-02 | $0.4 | $2.2 | 618% | 6 | 11 | 183% |
| 2017-04-01 | $0.3 | $2.2 | 821% | 6 | 11 | 183% |
| 2016-04-01 | $0.2 | $2.3 | 993% | 6 | 11 | 183% |
| 2015-04-01 | $0.1 | $2.4 | 1922% | 5 | 12 | 240% |
| 2014-04-01 | $0.1 | $2.4 | 2351% | 5 | 12 | 240% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| TN, AL-04/30/2019, AR-04/22/2019, AZ-05/10/2024, CA-07/09/2021, CO-09/01/2020, FL-11/06/2018, GA-04/15/2020, LA-03/31/2014, MO-04/03/2025, MS-11/06/2018, NC-01/04/2022, NH-04/11/2023, NM-03/01/2024, NV-12/22/2021, NY-03/08/2024, TN-03/31/2014, TX-03/31/2014, VA-03/08/2024, WI-05/15/2020 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PENSION CONSULTING |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV