Overview
Assets Under Management: $132 million
Headquarters: SAN RAFAEL, CA
High-Net-Worth Clients: 46
Average Client Assets: $3 million
Frequently Asked Questions
REDWOOD GROVE WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #150667), REDWOOD GROVE WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
REDWOOD GROVE WEALTH MANAGEMENT LLC is headquartered in SAN RAFAEL, CA.
REDWOOD GROVE WEALTH MANAGEMENT LLC serves 46 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, REDWOOD GROVE WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
REDWOOD GROVE WEALTH MANAGEMENT LLC manages $132 million in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, REDWOOD GROVE WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.29
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 260
Discretionary Accounts: 260
Regulatory Filings
CRD Number: 150667
Last Filing Date: 2025-02-26 00:00:00
Website: https://redwoodgrovewm.com