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Michael David Chelius

Redw Wealth LLC

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About Michael David Chelius

Michael Chelius is a financial advisor with Redw Wealth LLC, a firm that offers financial planning, portfolio management, and tax preparation services. Michael has been in the financial services industry since 2014 and is registered in both Arizona and New Mexico. Michael holds the Personal Financial Specialist designation. In addition to the services offered by Redw Wealth LLC, Michael also provides other financial services through REDW, LLC.

Firm Information

Michael Chelius 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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Michael Chelius’s Registration & Firm History

NM

11/28/2022 - Present

Redw Wealth LLC (ALBUQUERQUE NM)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael David Chelius.
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