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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 434 | 243 | decreased by191 |
| Apr 1, 2026 | AUM | $493,000,000 | $836,976,086 | increased by$343,976,086 |
| Apr 1, 2026 | Accounts | 434 | 679 | increased by245 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 99 | 434 | increased by335 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $276,635,178 | $493,000,000 | increased by$216,364,822 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 99 | 434 | increased by335 |
| Apr 1, 2022 | Clients | 80 | 99 | increased by19 |
| Apr 1, 2022 | AUM | $246,000,000 | $276,635,178 | increased by$30,635,178 |
| Apr 1, 2022 | Accounts | 80 | 99 | increased by19 |
| Dec 1, 2021 | Disclosures | No | Yes | |
| Apr 1, 2021 | 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 WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“REDWOOD WEALTH” 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.