Redwood Grove Wealth Management's Form ADV discloses 1.00% on the first $2 million, 0.80% on the next $3 million, 0.70% on the next $5 million, and 0.50% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #150667), Redwood Grove Wealth Management is subject to fiduciary duty under federal law.
Redwood Grove Wealth Management is headquartered in SAN RAFAEL, CA.
Redwood Grove Wealth Management serves 49 high-net-worth clients according to their SEC filing dated March 16, 2026. View client details ↓
According to their SEC Form ADV, Redwood Grove Wealth Management offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
Redwood Grove Wealth Management manages $151 million in client assets according to their SEC filing dated March 16, 2026.
According to their SEC Form ADV, Redwood Grove Wealth Management serves high-net-worth individuals. View client details ↓