Redmont Wealth

Redmont Wealth Advisors LLC is an SEC-registered investment adviser based in Chicago, Illinois, established in 2020. The firm is owned by James Langer, with two minority owners. Redmont offers personalized financial planning services, focusing on individual client needs and objectives. The firm manages client assets on a discretionary basis, tailoring investment strategies to meet specific goals, risk tolerance, and liquidity needs. Redmont primarily invests in equities, fixed income instruments, mutual funds, ETFs, and closed-end funds, with the option to access third-party advisers for additional investment opportunities. Financial planning services are included in the overall investment management fee, with no additional fee for financial planning. The firm charges annualized fees up to 1.50% of assets under management, billed quarterly. Redmont does not charge performance-based fees and manages accounts on a side-by-side basis, ensuring equitable treatment among clients. The firm discloses no reportable disciplinary events and does not compensate for client referrals. Redmont has custody of client accounts for fee deduction purposes and accepts discretionary authority to manage securities accounts. The firm votes client proxies in the best interest of clients, primarily following recommendations from Institutional Shareholder Services. Redmont has no financial commitments impairing its ability to meet client obligations and has not undergone bankruptcy proceedings. As of December 31, 2024, Redmont has approximately $237,713,064 in combined assets under management and advisement.