RIA Intel›Advisers›California›IN TOUCH FINANCIAL SERVICES

IN TOUCH FINANCIAL SERVICES

Advisory

OAKLAND, CA

Data as of Jan 22, 2026 · Source: SEC Form ADV

Rank in CA

#2,923

of 5,480 advisers by AUM

Average account

$302K

across 290 accounts

AUM per adviser

$44M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 22, 2026.

Total AUM

$88M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$88M

Discretionary AUM$2M

Non-Discretionary AUM$86M

Discretionary %2.3%

Total Clients299

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, SC, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

299 clients

18 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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REDWOOD MONEY, LLC

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