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Carl M Alongi

Redw Wealth LLC

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About Carl M Alongi

Carl Alongi is an Investment Advisor Representative with Redw Wealth LLC. Carl is a Registered Investment Advisor (RIA) with specializations in: Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting, Financial Planning, and Educational Seminars. Carl is also a CPA Mutual Ins. Holding CO. board member. Redw Wealth LLC is an RIA with 9 employees and 9 licensed agents. Redw Wealth LLC has 1,227 clients and $1,004,648,408 in assets under management (AUM).

Firm Information

Carl Alongi is currently registered with Redw Wealth LLC. Redw Wealth LLC is an investment advisor headquartered in Albuquerque, New Mexico. The firm provides a range of services, including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals, and tax preparation. Redw Wealth LLC manages over $1 billion in assets for a diverse clientele, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth.
Redw Wealth LLC

8801 HORIZON BLVD NE, SUITE 401

ALBUQUERQUE, NM 87113

$1.00B

Assets Under Management

3

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax preparation

Tax preparation

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Negotiated fees for bundled services

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Carl Alongi’s Registration & Firm History

NM

11/18/2009 - Present

Redw Wealth LLC (ALBUQUERQUE NM)

NM

01/03/2005 - 12/01/2009

PURSHE KAPLAN STERLING INVESTMENTS (ALBUQUERQUE NM)

TX

01/07/2003 - 01/21/2005

1ST GLOBAL CAPITAL CORP. (DALLAS TX)

OH

04/02/2002 - 01/14/2003

VALMARK SECURITIES, INC. (AKRON OH)

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Licenses & Designations

BOTH

Issued 05/24/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/21/2004

Series 24 - General Securities Principal Examination

BC

Issued 04/01/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carl M Alongi.
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