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REDWOOD WEALTH MANAGEMENT GROUP, LLC
CRD 281741 · SEC 801-106789
400 STOKES RD, MEDFORD, NJ, 08055, United States
Phone
856-500-2900
Fax
856-210-7230
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$317.2M
Discretionary AUM
$278.7M
Team
4 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 328 | $75.9M |
| High net worth individuals | 72 | $174.7M |
| Pension/profit sharing plans | 11 | $24.8M |
| Charitable organizations | 2 | $37.5M |
| Corporations/business entities | 10 | $3.6M |
States served
CA, DE, NJ, NC, PA, TN, VA, FL
All web addresses on file
Official SEC filing: View on IAPD