REDWOOD WEALTH MANAGEMENT GROUP, LLC

400 Stokes Rd
Medford, New Jersey 08055
Tel: 856-500-2900

About REDWOOD WEALTH MANAGEMENT GROUP, LLC

REDWOOD WEALTH MANAGEMENT GROUP, LLC, formally registered with the SEC as REDWOOD WEALTH MANAGEMENT GROUP, LLC. The firm was established in 10/15/2015. They have over 1 offices throughout the country.

REDWOOD WEALTH MANAGEMENT GROUP, LLC is a Medford, New Jersey based Financial Planning firm with nearly $262,100,813 assets under management, offering retirement planning & investment advisory services to 1168 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281741
SEC#	801-106789
Assets Managed by Firm	$262,100,813
No. of Clients	1168
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1168	$262,100,813
Individuals (other than high net worth individuals)	295	$52,778,651
High net worth individuals	86	$150,913,199
Pension and profit sharing plans	18	$24,310,264
Charitable organizations	2	$30,435,893
Corporations or other businesses	7	$3,459,684

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