REDWOOD FAMILY WEALTH LLC

RIASEC RegisteredEst. 2025

Total AUM

$259M

Discretionary

$252M

97% of AUM

Avg account

$291K

Accounts

889

Employees

Advisory reps

Firm details

Headquarters: Addison, Texas
CRD number: 334013
Registered since: January 13, 2025
Website: www.redwoodfamilywealth.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI79.17%
Individuals19.28%
Pension & Profit Sharing Plans1.52%
Charitable Organizations0.03%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Redwood Family Wealth LLC is an independent registered investment adviser and capital allocator that serves individual, family and institutional clients. The firm is structured as a limited liability company and reports SEC registration in 2025. Its ownership is a mix of a domestic entity and an individual. Redwood acts as a registered representative of a broker‑dealer while delivering advisory services under a fee model that combines a percentage of assets under management with hourly charges. Advisory capabilities include comprehensive financial planning, portfolio management for individuals, small businesses and institutional clients, plus the selection of outside advisers and the production of periodic client publications. The firm does not identify as an active ESG investor and does not position itself as a pension consultant or related-adviser network participant.