Dorine B. Sanchez

REDW WEALTH LLC

ALBUQUERQUE, NM 87113

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CRD#: 5004118

Professional summary

Dorine Beverly Sanchez, AIF®, CFP®, who also goes by Dorine Beverly Trujillo, is a registered financial advisor currently at REDW WEALTH LLC located in Albuquerque, New Mexico.

Dorine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Dorine has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dorine Beverly Trujillo

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dorine Beverly Sanchez's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Experience

Current

March 10, 2006 - Present

REDW WEALTH LLC

Office #1: 8801 Horizon Blvd Ne, Suite 401, Albuquerque, NM 87113Office #2: 5353 N 16th St Suite 200, Phoenix, AZ 85016

RIA

CRD#: 109446

ALBUQUERQUE, NM

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

REDW WEALTH LLC

REDW ASSET MANAGEMENT, LLC | REDW WEALTH MANAGEMENT | REDW WEALTH LLC | REDW WEALTH | REDW STANLEY FINANCIAL ADVISORS, LLC

CRD#: 109446 / SEC#: 801-57516

RIA

Registered Investment Advisory firm - (5/10/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(5/23/2012)

IAR

New Mexico
(3/10/2006)

IAR

Texas
(8/6/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/8/2006

Uniform Investment Adviser Law Examination

Current Firm

REDW WEALTH LLC

REDW ASSET MANAGEMENT, LLC | REDW WEALTH MANAGEMENT | REDW WEALTH LLC | REDW WEALTH | REDW STANLEY FINANCIAL ADVISORS, LLC

CRD#: 109446 / SEC#: 801-57516

RIA

Registered Investment Advisory firm - (5/10/2000 Approved)

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Contact information

Main Address

8801 Horizon Blvd Ne, Suite 401, Albuquerque, NM 87113

Mailing Address

Phone number

(505) 998-3200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV BROCHURE 2A JUNE 2025 (6/17/2025)

Regulatory assets under management

Total Number of Accounts	1,019
AUM (Assets Under Management)	$ 880,865,022

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/20/2025	Cover Page	Report
10/30/2024	Cover Page	Report
09/05/2023	Cover Page	Report
09/01/2023	Cover Page	Report
08/28/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Dorine B. Sanchez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dorine Beverly Sanchez's CRS (Customer Relationship Summary).

Certified licenses

Experience

REDW WEALTH LLC

Primary Firm SEC Registration

REDW WEALTH LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/8/2006

Current Firm

REDW WEALTH LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

REDW WEALTH LLC

TRUST BUT VERIFY

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