REDWOOD PRIVATE WEALTH, LLC

REDWOOD PRIVATE WEALTH, LLC of PHOENIX, AZ is an SEC-registered investment adviser (CRD 312942). Regulatory assets under management: $267.6M.

Registration

• CRD: 312942
• SEC file number: 801-120723
• Type: Registered investment adviser
• Location: 3930 E. RAY ROAD, SUITE 155, PHOENIX, AZ, 85044
• Phone: 480-646-3504
• Latest filing: 2024-03-31
• Regulatory AUM: $267.6M
• Discretionary AUM: $253.4M
• Non-discretionary AUM: $14.2M
• Clients: 61
• Accounts: 1,788

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 312942 on SEC IAPD (source of record)
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