Overview
Assets Under Management: $268 million
Headquarters: PHOENIX, AZ
High-Net-Worth Clients: 69
Average Client Assets: $1.4 million
Frequently Asked Questions
REDWOOD PRIVATE WEALTH 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 #312942), REDWOOD PRIVATE WEALTH is subject to fiduciary duty under federal law.
REDWOOD PRIVATE WEALTH is headquartered in PHOENIX, AZ.
REDWOOD PRIVATE WEALTH serves 69 high-net-worth clients according to their SEC filing dated March 31, 2024. View client details ↓
According to their SEC Form ADV, REDWOOD PRIVATE WEALTH offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
REDWOOD PRIVATE WEALTH manages $268 million in client assets according to their SEC filing dated March 31, 2024.
According to their SEC Form ADV, REDWOOD PRIVATE WEALTH serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.06%
Average Client Assets: $1.4 million
Total Client Accounts: 1,788
Discretionary Accounts: 1,675
Non-Discretionary Accounts: 113
Regulatory Filings
CRD Number: 312942
Filing ID: 1861392
Last Filing Date: 2024-03-31 16:57:00