Red Door Wealth Management, LLC logo

Red Door Wealth Management, LLC

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Client assets under management

$2,869,576,783

Clients

929

46% high-net-worth

Advisors

10

of 19 employees

Firm type

Multi-team

30-300 advisors or >$3B in AUM

Clients per advisor

93

High

Average account size

$3,088,888

About

Red Door Wealth Management provides portfolio management, financial planning, advisory consulting, family office and pension consulting to individuals, high‑net‑worth clients, pooled investment vehicles and retirement plans. Like many multi‑team advisers, it offers both discretionary and non‑discretionary management and personalized planning tailored to client goals and risk tolerances.

The firm invests across a broad set of instruments (ETFs, mutual funds, stocks, bonds, options and pooled vehicles) and uses analytical approaches such as fundamental and technical analysis and modern portfolio theory to construct and monitor portfolios. Separately, Red Door operates a wholly owned subsidiary, RDPF Management Group LLC, which sponsors and manages multiple private pooled investment vehicles and charges management and performance‑based fees for those funds; the firm discloses periodic senior‑officer reviews and valuation procedures to address conflicts associated with performance fees and side‑by‑side management.

Distinctive features include the firm’s active role as a private fund sponsor and adviser—having added several private funds (e.g., Red Door DCP LLC and Red Door Opportunity Fund I and II) that are offered to sophisticated or accredited investors with fund minimums beginning around $100,000 and separate fund offering documents. The brochure also discloses less common affiliations for a wealth manager, including an affiliated travel service that can provide booking incentives applied to advisory billing and a strategic retainer arrangement with an independent law firm to provide estate and trust services to qualified clients, each noted with related conflict‑of‑interest disclosures and mitigation measures.

Client services

Financial planning Portfolio management Pension consulting
Family office and wealth planning services, advisory consulting services

Expertise

Private / alternative investments Family Business Business exit / sale strategy General estate planning guidance

Occupation focus

Founder/Business Owner Executive

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Fee options

Fixed

Financial planning and advisory consulting fees range from $1,000 to $20,000 annually; Family Office and Wealth Planning fees range from $25,000 to $250,000 annually

Percentage

$0 - $1,000,000: 1.25% $1,000,000 - $2,000,000: 0.75% $2,000,000+: 0.50%

Performance-based

Performance-based fees charged for private investment Funds; fixed portion not to exceed 1% per annum of portfolio equity, payable quarterly in arrears, plus performance-based fees as described in each Fund's offering documents

Main office location

Red Door Wealth Management, LLC

965 Ridge Lake Blvd, Suite 105

Memphis TN 38120, United States

Number of offices

1

Most active in

Alabama · Arizona · Arkansas · California · Colorado · Florida · Georgia · Louisiana · Mississippi · Missouri · Nevada · New Hampshire · New Mexico · New York · North Carolina · Tennessee · Texas · Virginia · Washington · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Connor M

Series 65

Memphis, TN

Red Door Wealth Management, LLC

Connor Mykleby is a financial advisor at Red Door Wealth Management, LLC in Memphis, TN, holding a Series 65 designation. He has prior experience at Ernst & Young LLC and Riveron Consulting LLC. Red Door Wealth Management serves individuals, pension and profit-sharing plans, and pooled investment vehicles by providing portfolio management, financial planning, and consulting services. The firm manages tailored portfolios using various investment vehicles and offers private investment funds and concierge family office services.

Private / alternative investments Family Business Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
user avatar

Connor W

Series 66

Memphis, TN

Red Door Wealth Management, LLC

Connor Wright is a financial advisor at Red Door Wealth Management, LLC with five years of industry experience. He holds a Series 66 designation and has worked previously at Stephens Inc., Millstone Market, CAPTrust, and the University of Alabama. Red Door Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and pooled investment vehicles. The firm offers portfolio management, financial planning, advisory consulting, family office, and pension consulting services, with tailored investment strategies that include ETFs, mutual funds, equities, fixed income, options, and private pooled vehicles.

Private / alternative investments Family Business Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
user avatar

Peyton K

CFP®, Series 66

Memphis, TN

Red Door Wealth Management, LLC

Peyton Klawinski is a CFP® with eight years of industry experience, currently serving at Red Door Wealth Management, LLC since 2021. Prior to this, he worked at Stephens Inc. and Morgan Stanley. Red Door Wealth Management advises individuals, pension and profit-sharing plans, and pooled investment vehicles, offering portfolio management, financial planning, advisory consulting, family office, and pension consulting services. The firm constructs tailored portfolios using a variety of investment vehicles and provides access to private investment funds through its subsidiary, RDPF Management Group LLC.

Private / alternative investments Family Business Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
user avatar

Christopher W

Series 65

Memphis, TN

Red Door Wealth Management, LLC

Christopher Williamson is a financial advisor at Red Door Wealth Management, LLC in Memphis, TN, holding a Series 65 designation with six years of industry experience. Prior to joining Red Door Wealth Management in 2019, he served five years in the United States Marine Corps. Red Door Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and pooled investment vehicles. The firm provides portfolio management, financial planning, advisory consulting, and family office services, utilizing a range of investment vehicles and offering access to private investment funds through its subsidiary.

Private / alternative investments Family Business Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
user avatar

John P

CFP®, CFA®, Series 65

Memphis, TN

Red Door Wealth Management, LLC

John Phillips is a CFP® and CFA® with 16 years of experience in financial advising. He has been with Red Door Wealth Management, LLC since 2010. Phillips is an owner of RDPF Management Group LLC, which manages several private investment funds affiliated with his firm. Red Door Wealth Management serves individuals, pension and profit-sharing plans, and pooled investment vehicles, offering portfolio management, financial planning, and family office services. The firm provides tailored portfolios using a mix of investment vehicles and sponsors private funds through its subsidiary for qualified investors.

Private / alternative investments Family Business Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
user avatar

Jonathan S

Series 63, Series 66

Memphis, TN

Red Door Wealth Management, LLC

Jonathan Stambaugh is a financial advisor at Red Door Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James & Associates, Inc. Stambaugh also serves as a paid baseball coach at West Collierville Middle School. Red Door Wealth Management advises individuals, including high-net-worth clients, pension and profit-sharing plans, and pooled investment vehicles, offering portfolio management, financial planning, advisory consulting, and family office services. The firm constructs tailored portfolios using a variety of investment vehicles and sponsors private investment funds for qualified investors.

Private / alternative investments Family Business Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
user avatar

William H

Series 63, Series 65

Memphis, TN

Red Door Wealth Management, LLC

William Hiatt is a financial advisor with Red Door Wealth Management, LLC in Memphis, TN, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Red Door Wealth Management since 2010. Outside of his advisory role, he is a passive investor in Hospitality Fund II. Red Door Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and pooled investment vehicles, offering portfolio management, financial planning, and family office services. The firm constructs tailored portfolios using a variety of investment types and manages multiple private funds through its subsidiary, RDPF Management Group LLC.

Private / alternative investments Family Business Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
user avatar

William A

CFP®, Series 66

Memphis, TN

Red Door Wealth Management, LLC

William Allen is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Red Door Wealth Management, LLC since 2015. He holds the Series 66 designation and is based in Memphis, TN. Red Door Wealth Management advises individuals, including high-net-worth clients, pension and profit-sharing plans, and pooled investment vehicles, offering portfolio management, financial planning, advisory consulting, family office, and pension consulting services. The firm constructs tailored portfolios using a range of investment vehicles and provides access to private investment funds through its subsidiary, RDPF Management Group LLC.

Private / alternative investments Family Business Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
user avatar

John G

Series 63, Series 65

Memphis, TN

Red Door Wealth Management, LLC

John Giovannetti is a financial advisor at Red Door Wealth Management, LLC in Memphis, TN, with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Red Door since 2018, previously working at Duncan Williams Asset Management, LLC. Red Door Wealth Management serves individuals, pension and profit-sharing plans, and pooled investment vehicles, offering portfolio management, financial planning, advisory consulting, family office, and pension consulting services. The firm constructs tailored portfolios using a mix of ETFs, mutual funds, equities, fixed income, options, and private pooled vehicles, and also sponsors private investment funds for qualified investors.

Private / alternative investments Family Business Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
user avatar

Celeste P

CFP®, Series 63, Series 65

Memphis, TN

Red Door Wealth Management, LLC

Celeste Pryor is a CFP® with 18 years of industry experience. She is currently with Red Door Wealth Management, LLC and previously worked at FTN Financial Municipal Advisors and related FTN Financial entities. Red Door Wealth Management provides portfolio management, financial planning, and advisory consulting to individuals, pension and profit-sharing plans, and pooled investment vehicles. The firm also sponsors private investment funds and offers concierge family office services for qualifying clients.

Private / alternative investments Family Business Business exit / sale strategy General estate planning guidance Founder/Business Owner Executive
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