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Building 2REDWOOD WEALTH MANAGEMENT, LLC

Map pinSANTA MONICA, CA
Phone888-552-1905
NotebookSEC #801-117866
Total AUM
$837M
Employees
3
Clients
243

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 WILSHIRE BLVD
SUITE 260
SANTA MONICA
CA 90401
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
888-552-1905

ReceiptFinancials

Total AUM
$837M
Accounts
679
Discretionary
$837M
Accounts
679
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
120
AUM
$413.3M
HNW Individual Clients
123
AUM
$423.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CAFLGAILLAMINCNJOHSCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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