← Directory
REDWOOD GROVE WEALTH MANAGEMENT
Legal name: REDWOOD GROVE WEALTH MANAGEMENT LLC
CRD 150667File 801-126069
APPROVED
Retail clients
Custody
Filing as of Mar 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$151.3M
Bottom 25% of cohort (national)
Discretionary AUM
$151.3M
Clients
72
265 accounts
Employees
3
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 11, 2022
- Principal office
- 3950 CIVIC CENTER DR., SUITE 210, SAN RAFAEL, CA, 94903
- Phone
- 415-737-5003
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $151.3M
- Discretionary AUM
- $151.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 265
- Non-discretionary accounts
- 0
- Total accounts
- 265
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 49 | $139.8M |
| Pension and profit sharing plans | Fewer than 5 | $1.7M |
| Individuals (other than high net worth individuals) | 23 | $9.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 71 | 72 | increased by1 |
| Apr 1, 2026 | AUM | $131,765,735 | $151,319,342 | increased by$19,553,607 |
| Apr 1, 2026 | Accounts | 260 | 265 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 59 | 71 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $111,016,246 | $131,765,735 | increased by$20,749,489 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 238 | 260 | increased by22 |
| Aug 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “REDWOOD GROVE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“REDWOOD GROVE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.