Investment adviser · CRD 281741
REDWOOD WEALTH MANAGEMENT GROUP, LLC
Investment adviser filing (IA)
MEDFORD, NJ, United States · Form ADV filed Mar 24, 2026
- Regulatory AUM
- $317M Form ADV · Item 5.F
- Client accounts
- 1,158 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 | 72 | $174,676,307 | 55.1% |
| Individuals | 328 | $75,936,617 | 23.9% |
| Charities | Fewer than 5 | $37,492,540 | 11.8% |
| Retirement plans | 11 | $24,798,823 | 7.8% |
| Corporations & businesses | 10 | $3,643,783 | 1.1% |
| Other clients | Fewer than 5 | $652,681 | 0.2% |
Filing source
Form ADV 2063210 · Mar 24, 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: Mar 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
400 STOKES RDMEDFORD, NJ, 08055, United States
CRD 281741
Filing source
Form ADV 2063210 · Mar 24, 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.