RIA Intel›Advisers›Tennessee›RED DOOR WEALTH MANAGEMENT, LLC

RED DOOR WEALTH MANAGEMENT, LLC

Advisory

N·MEMPHIS, TN

Data as of Jul 28, 2026 · Source: SEC Form ADV

Total AUM

$3.1B

1-Year AUM Growth

+24.1%

3-Year CAGR

+30.7%

Employees

10

Assets Under Management

Total AUM$3.1B

Discretionary AUM$2.1B

Non-Discretionary AUM$975M

Discretionary %68.4%

Total Clients836

Team

Total Employees10

Investment Advisers19

Employee Growth (1Y)0.0%

Private Funds

Number of Private Funds6

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record43

First FilingMar 11, 2014

Latest FilingJul 28, 2026

🔒 Full AUM trend chart and 43 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on RED DOOR WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.