Peyton Welby Klawinski
Investment adviser representative at Red Door Wealth Management, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Red Door Wealth Management, LLCOct 2021 to now
- Stephens Inc.Jun 2017 to Aug 2021
- Unversity of North CarolinaAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Red Door Wealth Management, LLC
$3.1BAssets managed
955Clients
10Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6367062
- Firm CRD
- 153235