Investment adviser · CRD 312942
REDWOOD PRIVATE WEALTH
Investment adviser filing (IA)
REDWOOD PRIVATE WEALTH, LLC
PHOENIX, AZ, United States · Form ADV filed Mar 31, 2024
- Regulatory AUM
- $268M Form ADV · Item 5.F
- Client accounts
- 1,788 Accounts, not individual clients
- Employees
- 61 Reported in this filing
- Advisory professionals
- 56 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 | 869 | $166,104,518 | 62.1% |
| High-net-worth individuals | 69 | $96,489,931 | 36.1% |
| Corporations & businesses | Fewer than 5 | $4,966,352 | 1.9% |
| Other investment advisers | 1 | $0 | 0.0% |
Filing source
Form ADV 1861392 · Mar 31, 2024 · 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: Mar 31, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3930 E. RAY ROAD, SUITE 155PHOENIX, AZ, 85044, United States
CRD 312942
Filing source
Form ADV 1861392 · Mar 31, 2024 · 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.