REDWOOD WEALTH MANAGEMENT GROUP, LLC

CRD 281741File 801-106789

APPROVED

Retail clients

Custody

Filing as of Mar 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$317.2M

Below cohort median (national)

Discretionary AUM

$278.7M

Non-discretionary $38.5M

Clients

423

1,158 accounts

Employees

Below cohort median in NJ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Oct 15, 2015
Principal office: 400 STOKES RD, MEDFORD, NJ, 08055
Phone: 856-500-2900
Website: https://redwoodwmg.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $317.2M
Discretionary AUM: $278.7M
Non-discretionary AUM: $38.5M
Discretionary accounts: 926
Non-discretionary accounts: 232
Total accounts: 1,158
AUM per client: $750K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	10	$3.6M
Charitable organizations	Fewer than 5	$37.5M
High net worth individuals	72	$174.7M
Pension and profit sharing plans	11	$24.8M
Individuals (other than high net worth individuals)	328	$75.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Commissions
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	424	423
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.