RIA Intel›Advisers›Alabama›REDESIGN WEALTH PLANNING LLC

REDESIGN WEALTH PLANNING LLC

Advisory

AL

Data as of Mar 25, 2026 · Source: SEC Form ADV

Average account
$179K
across 5 accounts
AUM per adviser
$894K
1 adviser

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM
$894K
Discretionary %
100%
Clients
—
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$894K
Discretionary AUM$894K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AL

Closest by assets under management. All figures from Form ADV.

AURA FINANCIAL SERVICES, INC.
BIRMINGHAM, AL
$1M
0.0% 1Y
FORESIGHT FINANCIAL ADVISING LLC
$1M
ASYS RISK GROUP, LLC
$580K
LEGACY WEALTH MANAGEMENT GROUP, LLC
DOTHAN, AL
$2M
RETIREMENT PLANS, LLC
$2M
AXIENT INVESTMENT ADVISORS LLC
HUNTSVILLE, AL
$2M

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