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REDWOOD GROVE WEALTH MANAGEMENT
REDWOOD GROVE WEALTH MANAGEMENT LLC
CRD 150667 · SEC 801-126069
3950 CIVIC CENTER DR., SUITE 210, SAN RAFAEL, CA, 94903, United States
Phone
415-737-5003
Fax
NA
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$151.3M
Discretionary AUM
$151.3M
Team
3 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $9.8M |
| High net worth individuals | 49 | $139.8M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD