Robert W. Elzholz
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Robert William Elzholz, AIF®, CFP®, who also goes by Robert Elzholz, was a registered financial professional .
Robert is a previously registered financial professional and started their career in finance in 2006. Robert had worked at 9 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2020
Experience
May 29, 2019 - June 17, 2025
REDW WEALTH LLC
January 22, 2014 - October 2, 2020
STELLAR CAPITAL MANAGEMENT LLC
May 15, 2013 - January 6, 2014
REDW STANLEY WEALTH ADVISORS, LLC
May 15, 2013 - January 6, 2014
REDW WEALTH LLC
October 1, 2012 - January 23, 2013
J.P. MORGAN SECURITIES LLC
October 1, 2012 - January 23, 2013
J.P. MORGAN SECURITIES LLC
May 17, 2010 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
April 7, 2010 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
November 24, 2009 - March 24, 2010
INTEGRITY ALLIANCE, LLC.
November 17, 2009 - March 24, 2010
INTEGRITY ALLIANCE, LLC.
September 3, 2008 - November 30, 2009
VOYA FINANCIAL ADVISORS, INC.
August 12, 2008 - November 30, 2009
VOYA FINANCIAL ADVISORS, INC.
August 31, 2007 - July 24, 2008
USAA FINANCIAL ADVISORS, INC.
May 15, 2007 - July 24, 2008
USAA INVESTMENT SERVICES COMPANY
March 24, 2006 - December 31, 2007
USAA INVESTMENT SERVICES COMPANY
Primary Firm SEC Registration
REDW WEALTH LLC
CRD#: 109446 / SEC#: 801-57516
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
REDW WEALTH LLC
CRD#: 109446 / SEC#: 801-57516
Contact information
SEC notice filing (20 States and Territories)
Documents
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 | ||
| 10/30/2024 | ||
| 09/05/2023 | ||
| 09/01/2023 | ||
| 08/28/2023 |
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.
