Redwood Family Wealth LLC

RIASEC RegisteredEst. 2025

Total AUM

$259M

Discretionary

$252M

97% of AUM

Avg account

$291K

Accounts

889

Employees

Advisory reps

Firm details

Headquarters: Addison, 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 RIA organized as an LLC and registered with the SEC in 2025. The firm serves individuals, families and institutional clients and describes itself as a capital allocator that sources managers and third‑party funds. Its revenue model combines a percentage-of-AUM fee with hourly billing for certain services. Advisors at the firm also act as registered representatives of a broker‑dealer. Advisory capabilities include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, manager selection, and the publication of periodic newsletters or investment commentary. Redwood does not identify as an active ESG investor and does not list pension consulting or related‑adviser arrangements among its services.