REDWOOD GROVE WEALTH MANAGEMENT

3950 Civic Center Dr.
Suite 210
San Rafael, California 94903
Tel: 415-737-5003

About REDWOOD GROVE WEALTH MANAGEMENT

REDWOOD GROVE WEALTH MANAGEMENT, formally registered with the SEC as REDWOOD GROVE WEALTH MANAGEMENT. The firm was established in 07/11/2022. They have over 1 offices throughout the country.

REDWOOD GROVE WEALTH MANAGEMENT is a San Rafael, California based Financial Planning firm with nearly $131,765,735 assets under management, offering retirement planning & investment advisory services to 260 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150667
SEC#	801-126069
Assets Managed by Firm	$131,765,735
No. of Clients	260
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	260	$131,765,735
Individuals (other than high net worth individuals)	25	$11,672,315
High net worth individuals	46	$115,016,969
Pension and profit sharing plans	Fewer than 5 clients	$5,076,451

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