REDWOOD WEALTH MANAGEMENT, LLC

429 Santa Monica Blvd
Suite 350
Santa Monica, California 90401
Tel: 888-552-1905

About REDWOOD WEALTH MANAGEMENT, LLC

REDWOOD WEALTH MANAGEMENT, LLC, formally registered with the SEC as REDWOOD WEALTH MANAGEMENT, LLC. The firm was established in 01/02/2020. They have over 2 offices throughout the country.

REDWOOD WEALTH MANAGEMENT, LLC is a Santa Monica, California based Financial Planning firm with nearly $381,000,000 assets under management, offering retirement planning & investment advisory services to 444 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	173916
SEC#	801-117866
Assets Managed by Firm	$381,000,000
No. of Clients	444
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	444	$381,000,000
Individuals (other than high net worth individuals)	164	$37,098,806
High net worth individuals	280	$343,901,194

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