RIA Intel›Advisers›California›REDWOOD MONEY, LLC

REDWOOD MONEY, LLC

Advisory

CA

Data as of Aug 14, 2026 · Source: SEC Form ADV

Rank in CA

#2,927

of 5,480 advisers by AUM

Average account

$250K

across 349 accounts

AUM per adviser

$29M

3 advisers

Source: SEC Form ADV. Figures as filed Aug 14, 2026.

Total AUM

$87M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$87M

Discretionary AUM$87M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients108

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, 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.

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

108 clients

34 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

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

ELM MONEY MANAGEMENT LLC

$87M

DOWNS & TSURUDA, INC.

$87M

PACIFIC GLOBAL INVESTMENT MANAGEMENT COMPANY

$87M

PIH INVESTMENTS, LLC

SOUTH PASADENA, CA

$88M

IN TOUCH FINANCIAL SERVICES

$88M

HEFFERNAN INVESTMENT ADVISORS, INC.

SAN FRANCISCO, CA

$87M

Get the full picture on REDWOOD MONEY, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track REDWOOD MONEY, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans