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Robin Lou Depies

Redwood Private Wealth

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About Robin Lou Depies

Robin Depies is an Investment Advisor Representative at Redwood Private Wealth. Robin has been in the financial services industry since 2015. Robin holds a Series 66 and Series 7 license and has experience in various areas, including financial planning, insurance sales, and consulting. Robin is dedicated to helping individuals and families achieve their financial goals.

Firm Information

Robin Depies is currently registered with Redwood Private Wealth. Redwood Private Wealth is an independent wealth management firm based in Phoenix, Arizona. The firm provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses. They have approximately $267.6 million in regulatory assets under management and are registered with the Securities and Exchange Commission (SEC). The firm specializes in serving high net worth individuals, with a focus on assisting clients in achieving their long-term financial goals.
Redwood Private Wealth

3930 E. RAY ROAD

PHOENIX, AZ 85044

$267.56M

Assets Under Management

Not reported

Total Clients

49

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 individuals

Personalized portfolio management to meet individual financial objectives.

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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Robin Depies’s Registration & Firm History

CO

01/01/2025 - Present

Redwood Private Wealth (COLORADO SPRINGS CO)

CO

11/22/2017 - 06/08/2020

J.W. COLE FINANCIAL, INC. (COLORADO SPRINGS CO)

CO

03/25/2017 - 11/27/2017

MML INVESTORS SERVICES, LLC (COLORADO SPRINGS CO)

CO

02/11/2016 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (COLORADO SPRINGS CO)

CO

03/17/2015 - 12/15/2015

MUTUAL SECURITIES, INC. (Colorado Springs CO)

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Licenses & Designations

BOTH

Issued 05/07/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robin Lou Depies.
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