Redwood Money

Overview

Redwood Money is an independent registered investment adviser organized as an LLC and owned by an individual. The firm acts as a capital allocator for a client base made up primarily of individual and family clients. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of outside advisers. Redwood Money charges fees based on a percentage of assets under management and also uses hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not presented as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices