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REDWOOD WEALTH MANAGEMENT, LLC

SANTA MONICA, CA · CRD 173916 · IAPD ↗ · redwoodwealth.com · 888-552-1905

$837.0MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
13States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — REDWOOD WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($493.0M -> $837.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
51
January 2026 — REDWOOD WEALTH MANAGEMENT, LLC notice-filed in IL, NJ, TN, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — REDWOOD WEALTH MANAGEMENT, LLC reported RAUM up 29% ($381.0M -> $493.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2024 — REDWOOD WEALTH MANAGEMENT, LLC reported RAUM up 52% ($251.3M -> $381.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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