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REDWOOD COAST FINANCIAL PARTNERS

EUREKA, CA · CRD 226560 · IAPD ↗ · redwoodcoastfinancialpartners.com · 707-444-9212

$151.8MRegulatory AUM
2Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2024 — REDWOOD COAST FINANCIAL PARTNERS reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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