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REDWOOD FAMILY WEALTH LLC

PLANO, TX · CRD 334013 · IAPD ↗ · redwoodfamilywealth.com · 469-965-4001

$258.5MRegulatory AUM
3Advisory reps
4Employees
4Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
September 2026 — REDWOOD FAMILY WEALTH LLC moved its main office from ADDISON, TX to PLANO, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
61
April 2026 — REDWOOD FAMILY WEALTH LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
June 2025 — REDWOOD FAMILY WEALTH LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
44
May 2025 — REDWOOD FAMILY WEALTH LLC notice-filed in LA, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
May 2025 — REDWOOD FAMILY WEALTH LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
February 2025 — REDWOOD FAMILY WEALTH LLC (ADDISON, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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