William Daniel Allen
Financial advisor at Red Door Wealth Management, LLC · Memphis, TN
Last updated 2026-10-10
Claim your profileWilliam Daniel Allen is a financial advisor at Red Door Wealth Management, LLC in Memphis, TN, CRD 6236635. Licenses and exams on the registration: Series 66. IAPD registration began 2013-11-08.
Registration
- CRD number
- 6236635
- Registration status
- Active
- IAPD registration
- 2013-11-08
- Industry Experience
- 12 years
- Work Experience
- 11 years
- States registered
- TN, TX
Licenses and exams
- Series 66
Designations
- CFP®
Work history
- 2015-07 to Present · Red Door Wealth Management, LLC · Memphis, TN
Current employment
- Red Door Wealth Management, LLC · Memphis, TN
Red Door Wealth Management, LLC
- Regulatory AUM
- $3,085,696,189
- Registered advisors
- 10
- Offices
- 1
- Clients per advisor
- 95.5 (Moderate)
- Average AUM per client
- $3.2M (Low)
- High-net-worth client ratio
- 44.8% (Moderate)
Red Door Wealth Management, LLC: advisors, services and reported ETF investments
About
William Daniel Allen is a CFP® financial advisor at Red Door Wealth Management, LLC in Memphis, TN. Reported securities licenses include Series 66. The latest record indicates 12 years of industry experience and 11 years of reported work history.
Red Door Wealth Management, LLC's firm-level Form ADV reports 10 advisors across 1 offices; approximately 95.5 clients per advisor, average assets per client of $3,231,095, and regulatory AUM of $3.1B; client categories including Individuals (non-HNW), High net worth individuals, Pooled investment vehicles, Pension and profit-sharing plans; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers, Other Advisory Service.
PortfolioFuture's firm-level 13F analysis covers $213.8M across 82 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to William Daniel Allen personally.
Reported ETF positions
Red Door Wealth Management reports 82 ETF positions worth $213.8M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SCHX — Schwab U.S. Large-Cap ETF | $56.5M |
| VOO — Vanguard S&P 500 ETF | $26.3M |
| IVV — iShares Core S&P 500 ETF | $17.1M |
| QQQ — Invesco QQQ Trust, Series 1 | $14M |
| SCHB — Schwab U.S. Broad Market ETF | $8.6M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Red Door Wealth Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $17.1M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $26.3M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $521.3K | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | NVDL — GraniteShares 2x Long NVDA Daily ETF | $238.3K | Top 96.4% | Replicability (R²) 34.5% · Residual Sharpe 0.05 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Red Door Wealth Management, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Performance-Based Fees
Business and affiliations
- Sells Non-Advisory Products or Services
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
965 Ridge Lake Blvd, Memphis, TN 38120
10 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 901-681-0018
- Website: reddoorwealth.com
Official record
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