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REDWOOD COAST FINANCIAL PARTNERS
CRD 226560File 801-121206
APPROVED
Retail clients
Filing as of Jan 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$151.8M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $151.8M
Clients
995
933 accounts
Employees
4
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- May 13, 2021
- Principal office
- 923 3RD STREET, EUREKA, CA, 95501
- Phone
- 707-444-9212
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $151.8M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $151.8M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 933
- Total accounts
- 933
- AUM per client
- $153K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $678K |
| Charitable organizations | Fewer than 5 | $1.5M |
| High net worth individuals | Fewer than 5 | $9.1M |
| Pension and profit sharing plans | Fewer than 5 | $3.0M |
| Individuals (other than high net worth individuals) | 984 | $137.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
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.