Redwood Family Wealth LLC

RIASEC Registered

Total AUM

$259M

Discretionary

$252M

97% of AUM

Avg account

$291K

Accounts

889

Employees

Advisory reps

Firm details

Headquarters: Plano, Texas
CRD number: 334013
Registered since: January 13, 2025
Website: www.redwoodfamilywealth.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI79.17%
Individuals19.28%
Pension & Profit Sharing Plans1.52%
Charitable Organizations0.03%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Redwood Family Wealth LLC is an independent registered investment adviser organized as an LLC that began SEC registration in 2025. The firm positions itself as a fee-for-service wealth manager and capital allocator serving both individual and family clients as well as institutional and business accounts. Its advisory services include financial planning, portfolio management for individuals and small businesses, management for institutional clients, and the selection of third‑party advisers; the firm also publishes periodicals or newsletters. Redwood charges clients on a percentage‑of‑assets basis and can bill hourly, and it conducts broker‑dealer activities through a registered‑representative relationship.