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Redwood Wealth Management, LLC CRD 173916
$837M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
100 Wilshire Blvd Suite 260, Santa Monica, CA 90401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-06 |
| MI | RA | APPROVED | 2024-12-06 |
| OH | RA | APPROVED | 2016-03-11 |
| LA | RA | APPROVED | 2015-01-12 |
| NC | RA | APPROVED | 2015-01-08 |
| TX | RA | APPROVED | 2014-11-19 |
Branch Locations
100 Wilshire Blvd Suite 260, Santa Monica, CA 90401 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Redwood Wealth Management, Llc | Santa Monica | CA | 11/2014 | Present |
1. Redwood Wealth Management, 429 Santa Monica Blvd, Ste 350, Santa Monica, CA, President started 11/2014, Not investment related, Nature of business: bill pay, 5 hours/month during securities trading hours, Duties include Send/receive LOA's in order to assist with payments from custodian to vendor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-30 |
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