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Redstone Wealth Management, LLC

● SEC registered since 2023CRD 311525SEC# 801-127994Oklahoma City, OK
Export (members)
Reg. AUM
$153.8M
Employees
10
Accounts
1,096
Location
Oklahoma City, OK

Redstone Wealth Management, LLC assets under management

Redstone Wealth Management, LLC is an investment advisory firm registered with the SEC based in Oklahoma City, OK. The firm has been registered since 2023. It reports $153.8 million in regulatory assets under management and employs 10 people.
www.linkedin.com/in/lee--cantrellView on SEC.gov ↗

Redstone Wealth Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Cantrell Group, Inc. ControlMemberOver 75%2017
Israel Lee Cantrell ControlChief Compliance OfficerUnder 5%2020
Israel Lee Cantrell ControlPresident50-75%2014
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Frequently asked questions

How much does Redstone Wealth Management, LLC manage?

Redstone Wealth Management, LLC reports $153.8 million in regulatory assets under management on its Form ADV.

How many employees does Redstone Wealth Management, LLC have?

Redstone Wealth Management, LLC reports 10 employees.

Where is Redstone Wealth Management, LLC located?

Redstone Wealth Management, LLC is based in Oklahoma City, OK and has been SEC-registered since 2023.

Does Redstone Wealth Management, LLC disclose fund performance?

Redstone Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3404 NW 135th St, Oklahoma City, OK 73120-4009
Phone(405) 844-9933
Fax(405) 493-6758
Office hours8:30 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK2049950
Discloses disciplinary historyNo

Assets under management

Discretionary$153.8M
Non-discretionary$0
Total (RAUM)$153.8M