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REDWOOD WEALTH MANAGEMENT, LLC
Legal name: REDWOOD HOLDINGS, LLC
CRD 173916File 801-117866
APPROVED
Retail clients
Disclosure events
Filing as of Apr 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$837.0M
Above cohort median (national)
Discretionary AUM
$837.0M
Clients
243
679 accounts
Employees
3
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jan 2, 2020
- Principal office
- 100 WILSHIRE BLVD, SUITE 260, SANTA MONICA, CA, 90401
- Phone
- 888-552-1905
- Website
- HTTP://WWW.REDWOODWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $837.0M
- Discretionary AUM
- $837.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 679
- Non-discretionary accounts
- 0
- Total accounts
- 679
- AUM per client
- $3.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 123 | $423.7M |
| Individuals (other than high net worth individuals) | 120 | $413.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.