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REDWOOD PRIVATE WEALTH
3930 E. Ray Road
Suite 155
Phoenix, Arizona 85044
Tel: 480-646-3504
About REDWOOD PRIVATE WEALTH
REDWOOD PRIVATE WEALTH, formally registered with the SEC as REDWOOD PRIVATE WEALTH. The firm was established in 04/05/2021. They have over 15 offices throughout the country.
REDWOOD PRIVATE WEALTH is a Phoenix, Arizona based Financial Planning firm with nearly $267,560,801 assets under management, offering retirement planning & investment advisory services to 1788 clients. The firm is staffed with 61 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 312942 |
| SEC# | 801-120723 |
| Assets Managed by Firm | $267,560,801 |
| No. of Clients | 1788 |
| No. of Advisors | 61 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1788 | $267,560,801 |
| Individuals (other than high net worth individuals) | 869 | $166,104,518 |
| High net worth individuals | 69 | $96,489,931 |
| Corporations or other businesses | Fewer than 5 clients | $4,966,352 |
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