Redwood Money

Overview

Redwood Money is an independent registered investment adviser structured as an LLC and majority-owned by an individual. The firm positions itself as a capital allocator and serves individual and family clients, providing financial planning alongside portfolio management for individuals, small businesses, and institutional/business accounts. Redwood Money also offers manager selection services, indicating they both construct portfolios and hire third-party managers when appropriate. Their fee schedule is a mix of asset-based fees plus hourly and fixed-fee engagements, which supports both ongoing wealth management relationships and project-based planning work. The firm is not identified as an active ESG investor, and filings indicate it is not set up as a multi-state adviser, pension consultant, or related-adviser arrangement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices