Investment adviser · CRD 334013
REDWOOD FAMILY WEALTH LLC
Investment adviser filing (IA)
PLANO, TX, United States · Form ADV filed Aug 4, 2026
- Regulatory AUM
- $259M Form ADV · Item 5.F
- Client accounts
- 889 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 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 |
|---|---|---|---|
| High-net-worth individuals | 62 | $204,678,800 | 79.2% |
| Individuals | 164 | $49,841,612 | 19.3% |
| Retirement plans | 7 | $3,936,941 | 1.5% |
| Charities | Fewer than 5 | $86,186 | 0.0% |
Filing source
Form ADV 2123579 · Aug 4, 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: Aug 4, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters
Compensation
Percentage of assets · Hourly
Principal office
5000 LEGACY DR, STE 494PLANO, TX, 75024, United States
CRD 334013
Filing source
Form ADV 2123579 · Aug 4, 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.