REDWOOD WEALTH MANAGEMENT, LLC

Overview

Redwood Wealth Management, LLC is an independent registered investment adviser that positions itself as a capital allocator for individual and family clients. Registered with the SEC in 2020, the firm combines fee-based portfolio management with the ability to select and allocate to outside managers. In addition to advisory services, Redwood Wealth Management operates as a registered representative of a broker-dealer, an insurance broker, and a seller of other financial products—indicating they integrate brokerage and insurance solutions alongside discretionary investment management. The firm’s stated investment preference is equities, and its filings show a dominant allocation to exchange-traded securities. Redwood is not flagged as an active ESG investor and classifies its advisory work primarily around portfolio management for individuals and small businesses, plus selection of other advisers. The business model centers on percentage-of-AUM fees and a client base made up of individuals and families.

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Location & Offices