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Connor Mykleby

Advisor at Red Door Wealth Management, LLC

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Red Door Wealth Management, LLC logo

Firm

Red Door Wealth Management, LLC

Location

Memphis, TN 38120

Credentials

Series 65

Industry experience

< 1 year

About

Connor Mykleby is a financial advisor at Red Door Wealth Management, LLC in Memphis, TN, holding a Series 65 designation. He has prior experience at Ernst & Young LLC and Riveron Consulting LLC. Red Door Wealth Management serves individuals, pension and profit-sharing plans, and pooled investment vehicles by providing portfolio management, financial planning, and consulting services. The firm manages tailored portfolios using various investment vehicles and offers private investment funds and concierge family office services.

Client services

Based on Red Door Wealth Management, LLC

Financial planning Portfolio management Pension consulting
Family office and wealth planning services, advisory consulting services

Expertise

Based on Red Door Wealth Management, LLC

Private / alternative investments Family Business Business exit / sale strategy General estate planning guidance

Occupation focus

Based on Red Door Wealth Management, LLC

Founder/Business Owner Executive

Fee options

Fixed

Financial planning and advisory consulting fees range from $1,000 to $20,000 annually; Family Office and Wealth Planning fees range from $25,000 to $250,000 annually

Percentage

$0 - $1,000,000: 1.25% $1,000,000 - $2,000,000: 0.75% $2,000,000+: 0.50%

Performance-based

Performance-based fees charged for private investment Funds; fixed portion not to exceed 1% per annum of portfolio equity, payable quarterly in arrears, plus performance-based fees as described in each Fund's offering documents

Location

965 Ridge Lake Blvd, Suite 105

Memphis, TN 38120

Most active in

Tennessee

Work history

Red Door Wealth Management, LLC

2025 - Present (1 year)

Ernst & Young LLC

2021 - 2025 (4 years)

Riveron Consulting LLC

2019 - 2020 (1 year)

Ernst & Young LLC

2017 - 2019 (2 years)

Unemployed

2017 - 2017 (1 year)

University of Tennessee

2012 - 2017 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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