Red Door Wealth Management, Llc
- Regulatory AUM
- $3.1B
- Discretionary
- $2.1B
- Clients
- 955
- Avg AUM / client
- $3.2M
- Accounts
- 4,471
- Employees
- 19
AUM over time
Annual snapshots from Form ADV filings · as of Jul 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 501 | $188M | 6.09% |
| High net worth individuals | 428 | $2.7B | 86.9% |
| Pooled investment vehicles (non-investment companies) | 7 | $133M | 4.3% |
| Pension and profit sharing plans | 19 | $83.5M | 2.71% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $109M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Red Door Partners Fund Llc | Hedge Fund | Delaware | $39.6M | 37 |
| Red Door Icw Fund Llc | Private Equity Fund | Delaware | $30.0M | 72 |
| Red Door Ecoserv | Private Equity Fund | Delaware | $26.4M | 48 |
| Red Door Lsb Llc | Private Equity Fund | Delaware | $13.2M | 25 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Anovorx 401(k) Plan Anovorx Group, Llc | 2024 | |
| Adams And Reese Llp 401(k) Profit Sharing Plan And Trust Adams And Reese Llp | 2024 | |
| Carlisle Corporation 401(k) Profit Sharing Plan Carlisle Llc | 2024 | |
| Reinhausen Manufacturing Inc. 401(k) & Retirement Plan Reinhausen Manufacturing | 2024 |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Phillips | Chief Investment Officer/Chief Compliance Officer | CFP CFA | May 2010 (16y) | 10% – 25% |
| Cannon, Judson, Williams | Member | Jun 2010 (16y) | 10% – 25% | |
| William Daniel Allen | Member | CFP | Jun 2010 (16y) | 10% – 25% |
| William Frederick Hiatt | Member | Jun 2010 (16y) | 10% – 25% | |
| Wright, Douglas, Bonner | Member | Jun 2010 (16y) | 10% – 25% | |
| John Carter Giovannetti | Member | Apr 2018 (8y) | 10% – 25% | |
| Christopher C Williamson | Registered representative | Feb 2020 (6y) | ||
| Peyton Welby Klawinski | Registered representative | CFP | Oct 2021 (5y) | |
| Jonathan David Stambaugh | Registered representative | Sep 2022 (4y) | ||
| Celeste Diane Pryor | Registered representative | CFP | Jan 2023 (4y) | |
| Connor Mykleby | Registered representative | Oct 2025 (1y) | ||
| Connor Wright | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $109M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Red Door Partners Fund Llc | Hedge Fund | $39.6M | $100K | 37 |
| Red Door Icw Fund Llc | Private Equity Fund | $30.0M | $250K | 72 |
| Red Door Ecoserv | Private Equity Fund | $26.4M | $100K | 48 |
| Red Door Lsb Llc | Private Equity Fund | $13.2M | $100K | 25 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Anovorx 401(k) Plan | Anovorx Group, Llc | 354 | $10.4M | 01/01/2024 |
| Adams And Reese Llp 401(k) Profit Sharing Plan And Trust | Adams And Reese Llp | 384 | $262M | 01/01/2024 |
| Carlisle Corporation 401(k) Profit Sharing Plan | Carlisle Llc | 2,424 | $13.6M | 01/01/2024 |
| Reinhausen Manufacturing Inc. 401(k) & Retirement Plan | Reinhausen Manufacturing | 269 | $20.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/14/2026 | 2.5 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $2.0B (66% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 31, 2026.
View current Form ADV (SEC/IAPD) ↗