RIA Intel›Advisers›Arizona›REDWOOD PRIVATE WEALTH, LLC

REDWOOD PRIVATE WEALTH, LLC

Advisory

N·PHOENIX, AZ

Data as of Mar 31, 2024 · Source: SEC Form ADV

Total AUM

$268M

1-Year AUM Growth

+30.9%

3-Year CAGR

+9.9%

Employees

56

Assets Under Management

Total AUM$268M

Discretionary AUM$253M

Non-Discretionary AUM$14M

Discretionary %94.7%

Total Clients—

Team

Total Employees56

Investment Advisers61

Employee Growth (1Y)+12.0%

Filing History

Total Filings on Record54

First FilingMar 5, 2021

Latest FilingMar 31, 2024

🔒 Full AUM trend chart and 54 historical filings spanning 3+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on REDWOOD PRIVATE WEALTH, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.