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Redwood Wealth Management Group, LLC

● SEC registered since 2015CRD 281741SEC# 801-106789Medford, NJ
Export (members)
Reg. AUM
$282.5M
Employees
4
Accounts
1,174
Location
Medford, NJ

Redwood Wealth Management Group, LLC assets under management

Redwood Wealth Management Group, LLC is an investment advisory firm registered with the SEC based in Medford, NJ. The firm has been registered since 2015. It reports $282.5 million in regulatory assets under management and employs 4 people.
redwoodwmg.comView on SEC.gov ↗

Redwood Wealth Management Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Samuel Clay Bridgers ControlManaging Member And Chief Compliance OfficerOver 75%2015

Frequently asked questions

How much does Redwood Wealth Management Group, LLC manage?

Redwood Wealth Management Group, LLC reports $282.5 million in regulatory assets under management on its Form ADV.

How many employees does Redwood Wealth Management Group, LLC have?

Redwood Wealth Management Group, LLC reports 4 employees.

Where is Redwood Wealth Management Group, LLC located?

Redwood Wealth Management Group, LLC is based in Medford, NJ and has been SEC-registered since 2015.

Does Redwood Wealth Management Group, LLC disclose fund performance?

Redwood Wealth Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address400 Stokes Rd, Medford, NJ 08055
Phone856-500-2900
Fax856-210-7230
Office hours9 a.m. To 5 p.m.
SEC regionNew York Regional Office (NYRO)
CIK1963839
Discloses disciplinary historyNo

Assets under management

Discretionary$246.2M
Non-discretionary$36.3M
Total (RAUM)$282.5M