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REDWOOD WEALTH MANAGEMENT, LLC
REDWOOD HOLDINGS, LLC
CRD 173916 · SEC 801-117866
100 WILSHIRE BLVD, SUITE 260, SANTA MONICA, CA, 90401, United States
Phone
888-552-1905
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$837.0M
Discretionary AUM
$837.0M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-09
Disciplinary history
Yes
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120 | $413.3M |
| High net worth individuals | 123 | $423.7M |
States served
CA, GA, IL, LA, MI, NJ, NC, OH, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD