REDWOOD GROVE WEALTH MANAGEMENT LLC

REDWOOD GROVE WEALTH MANAGEMENT LLC of SAN RAFAEL, CA is an SEC-registered investment adviser (CRD 150667). Regulatory assets under management: $151.3M.

Registration

• CRD: 150667
• SEC file number: 801-126069
• Type: Registered investment adviser
• Location: 3950 CIVIC CENTER DR., SUITE 210, SAN RAFAEL, CA, 94903
• Phone: 415-737-5003
• Latest filing: 2026-03-16
• Regulatory AUM: $151.3M
• Discretionary AUM: $151.3M
• Clients: 3
• Accounts: 265

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 150667 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search