RIA Intel›Advisers›New Jersey›REDWOOD WEALTH MANAGEMENT GROUP, LLC

REDWOOD WEALTH MANAGEMENT GROUP, LLC

Advisory

N·MEDFORD, NJ

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM
$317M
1-Year AUM Growth
0.0%
3-Year CAGR
+6.0%
Employees
3
Assets Under Management
Total AUM$317M
Discretionary AUM$279M
Non-Discretionary AUM$38M
Discretionary %87.9%
Total Clients430
Team
Total Employees3
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record21
First FilingOct 8, 2015
Latest FilingMar 24, 2026
🔒 Full AUM trend chart and 21 historical filings spanning 11+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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