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: Plano, 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 organized as a limited liability company and registered with the SEC in 2025. The firm acts as a capital allocator and serves both individual/family clients and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses, and institutions, selection of outside advisers, and the publication of periodicals or newsletters. Redwood charges fees as a percentage of assets under management and on an hourly basis, and it also operates as a registered representative of a broker-dealer. Redwood is not positioned as an ESG-focused allocator. The firm’s activity profile and its designation as a capital allocator indicate a mix of direct portfolio management and third-party manager selection rather than exclusive reliance on in-house proprietary products.