Redwood Wealth Management Group, LLC

RIASEC RegisteredEst. 2015

Total AUM

$317M

Discretionary

$279M

88% of AUM

Avg account

$274K

Accounts

1,158

Employees

Advisory reps

Firm details

Headquarters: Medford, New Jersey
CRD number: 281741
Registered since: October 15, 2015
Website: redwoodwmg.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI55.07%
Individuals23.94%
Charitable Organizations11.82%
Pension & Profit Sharing Plans7.82%
Corporations / Businesses1.15%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Redwood Wealth Management Group, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2015. The firm is individually owned and positions itself as a capital allocator for both individual & family clients and institutional clients. Its advisory services span financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and the selection of third‑party advisers. In addition to advisory work, Redwood operates as a registered representative of a broker‑dealer and as an insurance broker, which aligns with its ability to place insurance products such as annuities. Fee arrangements are mixed: the firm charges a percentage of AUM and also uses hourly, fixed‑fee, and commission structures depending on the engagement. Redwood reports that it is not an active ESG investor and does not describe itself as a multi‑state adviser, pension consultant, or related adviser.