Investment adviser · CRD 226560
REDWOOD COAST FINANCIAL PARTNERS
Investment adviser filing (IA)
EUREKA, CA, United States · Form ADV filed Jan 20, 2026
- Regulatory AUM
- $152M Form ADV · Item 5.F
- Client accounts
- 933 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 984 | $137,550,380 | 90.6% |
| High-net-worth individuals | Fewer than 5 | $9,100,000 | 6.0% |
| Retirement plans | Fewer than 5 | $3,000,000 | 2.0% |
| Charities | Fewer than 5 | $1,511,620 | 1.0% |
| Corporations & businesses | Fewer than 5 | $678,000 | 0.4% |
Filing source
Form ADV 2039697 · Jan 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 20, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Publication of newsletters
Compensation
Percentage of assets
Principal office
923 3RD STREETEUREKA, CA, 95501, United States
CRD 226560
Filing source
Form ADV 2039697 · Jan 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.