REDWOOD MONEY
Firm details
- Headquarters
- ,
- CRD number
- 317667
- Website
- www.redwoodmoney.com
- Custodians
- BETTERMENT, THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.51%
- Individuals15.49%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Redwood Money is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm functions as a capital allocator and provides a mix of financial planning and portfolio management services across individual, small business, and institutional clients. Its advisory scope includes selecting third-party managers, indicating it uses external fund managers alongside internally advised strategies. Fee arrangements include asset-based fees, hourly charges, and fixed fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Cash & Cash Equivalents8%
- Exchange Traded Equities5%
Contacts
2 of 2Chengkuo Chen
Investment Advisor RepresentativeCRD 8056234
Jeffrey Clark
Business OwnerCRD 6778401
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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