Redwood Coast Financial Partners
● SEC registered since 2021CRD 226560SEC# 801-121206Eureka, CA
Reg. AUM
$151.8M
Employees
4
Accounts
933
Location
Eureka, CA
Redwood Coast Financial Partners assets under management
Redwood Coast Financial Partners is an SEC-registered investment adviser based in Eureka, CA. The firm has been registered since 2021. It reports $151.8 million in regulatory assets under management and employs 4 people.
Redwood Coast Financial Partners owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nicholas Wesley Bertell Control | President & Chief Compliance Officer | Over 75% | 2011 |
Frequently asked questions
How much does Redwood Coast Financial Partners manage?
Redwood Coast Financial Partners reports $151.8 million in regulatory assets under management on its Form ADV.
How many employees does Redwood Coast Financial Partners have?
Redwood Coast Financial Partners reports 4 employees.
Where is Redwood Coast Financial Partners located?
Redwood Coast Financial Partners is based in Eureka, CA and has been SEC-registered since 2021.
Does Redwood Coast Financial Partners disclose fund performance?
Redwood Coast Financial Partners is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 923 3rd Street, Eureka, CA 95501 |
| Phone | 707-444-9212 |
| Fax | 707-444-9222 |
| Office hours | 7:00 a.m. To 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$151.8M▲ 7%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$151.8Mregulatory AUM
Discretionary $0Non-discretionary $151.8M