Redefine Wealth Management, LLC (Denver)

Redefine Wealth Management, LLC is an adviser based in Denver. It manages $54 million of regulatory assets for 107 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of California, Colorado, Florida, and 4 other states.

Redefine Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Redefine Wealth Management: assets under management

The assets under management (AUM) of Redefine Wealth Management, LLC is $54 million. The firm's AUM has grown by 4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $49 million in discretionary accounts and $5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $466.67 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.5 million.

Investments

The firm invests in exchange traded securities the most. They account for 65% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 20% of the firm’s portfolio. Investments in non-investment grade corporate bonds form 5% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Redefine Wealth Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Redefine Wealth Management serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Redefine Wealth Management is high net worth individuals with 34 clients and $49 million of assets under management. Among the 2 most similar advisory firms, Redefine Wealth Management has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $54 million for 56 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Redefine Wealth Management doesn't advise any private funds.

Careers at Redefine Wealth Management, LLC

The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jason Fairbanks Inglis	Managing member/chief compliance officer	1 Aug 2017	75% - 100%	3259655

Based in Denver

The principal office where Redefine Wealth Management, LLC performs its advisory services is located at 1700 Lincoln Street, Denver, CO 80203, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-495-5540. The normal business hours are 9am - 5pm on Monday - Friday.