| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Curtis Tripp | Financial Planner | 10-25% | 2024 |
| Tanya Koreen Steinhofer Control | Principal/Owner/Ceo/Cco | Over 75% | 2009 |
Redwood Grove Wealth Management LLC reports $131.8 million in regulatory assets under management on its Form ADV.
Redwood Grove Wealth Management LLC reports 3 employees.
Redwood Grove Wealth Management LLC is based in San Rafael, CA and has been SEC-registered since 2022.
Redwood Grove Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3950 Civic Center Dr., Suite 210, San Rafael, CA 94903 |
| Phone | 415-737-5003 |
| Fax | NA |
| Office hours | 9a.m. To 4p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $131.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $131.8M |