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REDWOOD FAMILY WEALTH LLC
CRD 334013 · SEC 801-131810
15455 DALLAS PKWY, STE 1080, ADDISON, TX, 75001, United States
Phone
469-965-4001
Fax
877-407-3598
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$258.5M
Discretionary AUM
$252.0M
Team
4 total employees; 3 advisory reps; 4 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 164 | $49.8M |
| High net worth individuals | 62 | $204.7M |
| Pension/profit sharing plans | 7 | $3.9M |
| Charitable organizations | 2 | $86K |
States served
CO, LA, NY, TX
All web addresses on file
Official SEC filing: View on IAPD