REDWOOD WEALTH MANAGEMENT GROUP, LLC

RIASEC RegisteredEst. 2015

Total AUM

$317M

Discretionary

$279M

88% of AUM

Avg account

$274K

Accounts

1,158

Employees

Advisory reps

Firm details

Headquarters: MEDFORD, New Jersey
CRD number: 281741
Registered since: October 15, 2015
Website: redwoodwmg.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI55.07%
Individuals23.94%
Charitable Organizations11.82%
Pension & Profit Sharing Plans7.82%
Corporations / Businesses1.15%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Redwood Wealth Management Group, LLC is an independent registered investment adviser that has been SEC-registered since 2015 and is owned by an individual. The firm serves both individuals and families as well as institutional clients and acts as a capital allocator, combining fee-based portfolio management with hourly and fixed-fee planning and occasional commission-based business. Its regulatory footprint includes acting as a registered representative of a broker-dealer and operating as an insurance broker. Advisory capabilities span comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for larger business and institutional accounts, and selection of outside managers where appropriate. The firm does not position itself as an active ESG investor and is not identified as a multi-state or pension consulting adviser.