REDWOOD GROVE WEALTH MANAGEMENT
SEC RegisteredFinancial Peace of Mind for Busy Families
About the firm
Redwood Grove Wealth Management is a boutique financial life planning firm empowering busy families and independent women to confidently lead fulfilling lives with financial peace of mind. The firm offers comprehensive financial planning and portfolio management services and operates as a fee-only firm, meaning its only compensation is the money clients pay for its services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning and portfolio management services, including helping clients define their vision of a fulfilling life, mapping a financial road map, holding clients accountable, investing money in support of life goals, and adjusting the plan as life unfolds.
Who they serve
Busy families and independent women who are motivated to achieve their vision, want a sounding board for financial decisions, prefer plain-English explanations, and are interested in sustainable/impact/socially responsible investing.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 23 | $9.8M |
| High Net Worth Individuals | 49 | $140M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. REDWOOD GROVE WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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