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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