Redmont Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$257,914,134
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
29
93% high-net worth
Advisors
1
of 2 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
29
LowAverage account size
$8,893,591
About
Redmont Wealth Advisors LLC provides discretionary portfolio management and limited financial planning to individuals, high‑net‑worth clients, trusts, pension plans, charitable organizations and other entities. The firm manages approximately $260 million for a concentrated client base and typically charges advisory fees based on assets under management.
The firm builds personalized investment programs grounded in each client’s objectives, time horizon and risk tolerance, favoring a generally conservative, long‑term asset allocation across listed equities, fixed income, mutual funds, ETFs and closed‑end funds. Redmont also allocates to third‑party sub‑advisers and private funds and may employ shorter‑term trading, illiquid holdings and options or other derivatives in particular accounts when deemed appropriate.
What distinguishes Redmont from many peers is its active use of pooled vehicles and private fund allocations alongside separately managed accounts, and the incorporation of derivatives and options strategies within some client accounts — capabilities that are relatively uncommon among similar supported firms. The firm combines in‑house portfolio oversight with access to specialist sub‑advisers, offers an optional third‑party estate‑planning SaaS to clients, and delegates proxy voting responsibilities to a third‑party service.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Private / alternative investments
Options & derivatives strategies
General estate planning guidance
Retirement income strategy
Fee options
Up to $2,500 for optional self-preparation will or trust software-as-a-service platform
up to 1.50% per annum
Negotiable on a client-by-client basis; no specific hourly rates stated
Main office location
Redmont Wealth
444 W Lake St, Suite 1700
Chicago IL 60606, United States
Number of offices
1
Most active in
Redmont Wealth has reported serving >5 clients in these states in the last 12 months.
California · Illinois · Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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