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REDWOOD COAST FINANCIAL PARTNERS
CRD 226560File 801-121206
APPROVED
Retail clients
Filing as of Jan 20, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Clients | 901 | 995 | increased by94 |
| Feb 1, 2026 | AUM | $141,601,000 | $151,840,000 | increased by$10,239,000 |
| Feb 1, 2026 | Accounts | 901 | 933 | increased by32 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 4 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 199 | 901 | increased by702 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $115,700,000 | $141,601,000 | increased by$25,901,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 905 | 901 | decreased by4 |
| Sep 1, 2022 | Clients | 416 | 199 | decreased by217 |
| Sep 1, 2022 | AUM | $143,030,000 | $115,700,000 | decreased by$27,330,000 |
| Sep 1, 2022 | Accounts | 416 | 905 | increased by489 |
| May 1, 2022 | Employees | 7 | 6 | decreased by1 |
| Apr 1, 2022 | Clients | 200 | 416 | increased by216 |
| Apr 1, 2022 | AUM | $126,300,000 | $143,030,000 | increased by$16,730,000 |
| Apr 1, 2022 | Accounts | 600 | 416 | decreased by184 |
| Jan 1, 2022 | Employees | 6 | 7 | increased by1 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “REDWOOD COAST” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“REDWOOD COAST” 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.