Roman Sandoval
Redw Wealth · Albuquerque, New Mexico
Roman Sandoval is a fee-only financial advisor at Redw Wealth in Albuquerque, New Mexico. Redw Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Redw Wealth |
|---|---|
| Based in | Albuquerque, New Mexico |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $869.2M across 892 accounts |
| SEC registration | Investment adviser representative in AZ, NM · CRD 6469012 |
| Exams passed | Series 63 (2016) · Series 65 (2021) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | redw.com/wealth (affiliate) |
How Roman's firm compares
- Redw Wealth's average account is about $974,000, from its Form ADV (assets managed divided by 892 accounts).
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Questions about Roman
Is Roman Sandoval a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Roman holds no broker registration, and Redw Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Roman charge for financial advice?
Roman's firm, Redw Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Roman Sandoval based?
Roman Sandoval is based in Albuquerque, New Mexico.
Is Roman Sandoval registered with the SEC?
Yes. Roman Sandoval is registered as an investment adviser representative in AZ and NM (CRD 6469012), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Redw Wealth manage?
Redw Wealth reports $869.2M across 892 accounts in assets under management.
How do I contact Roman Sandoval?
Through Roman's website, redw.com/wealth (affiliate).
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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