← Tributary

REDWOOD INVESTMENT GROUP, INC

FORT BRAGG, CA · CRD 168017 · IAPD ↗ · myredwoodinvestments.com · 707-964-9700

$230.3MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — REDWOOD INVESTMENT GROUP, INC reported RAUM up 31% ($176.4M -> $230.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
July 2025 — REDWOOD INVESTMENT GROUP, INC notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
March 2025 — REDWOOD INVESTMENT GROUP, INC reported RAUM up 27% ($139.0M -> $176.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
March 2024 — REDWOOD INVESTMENT GROUP, INC notice-filed in FL, GA, HI, MA, MI, MO, TN, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.