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REDWOOD WEALTH MANAGEMENT GROUP, LLC

MEDFORD, NJ · CRD 281741 · IAPD ↗ · redwoodwmg.com · 856-500-2900

$317.2MRegulatory AUM
3Advisory reps
4Employees
0Clients
251-500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — REDWOOD WEALTH MANAGEMENT GROUP, LLC notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2026 — REDWOOD WEALTH MANAGEMENT GROUP, LLC now reports custody of client assets ($143.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
April 2025 — REDWOOD WEALTH MANAGEMENT GROUP, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
September 2024 — REDWOOD WEALTH MANAGEMENT GROUP, LLC moved its main office from MOORESTOWN, NJ to MEDFORD, NJ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

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