REDWOOD WEALTH MANAGEMENT, LLC
SEC RegisteredREDWOODS NEVER STOP GROWING
About the firm
Redwood Wealth Management is an employee-owned, boutique wealth management firm created to service the financial needs of professional athletes, high net worth individuals and their families. They offer a full suite of services to manage each component of a client's wealth, with one point of contact to simplify the client's life.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Bill Pay & Bookkeeping, Financial Planning & Budgeting, Lifestyle Management, Customized Reporting & Financial Statements, Estate Planning, Financial & Retirement Planning, Foundation & Philanthropic Guidance, Investment Services, Private Banking, Real Estate Consulting, Risk Management, and Tax Management Consulting & Legal Coordination
Who they serve
Professional athletes, high net worth individuals and their families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 120 | $413M |
| High Net Worth Individuals | 123 | $424M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of April 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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 WEALTH MANAGEMENT, LLC 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.