Redwood Grove Wealth Management LLC
● SEC registered since 2022CRD 150667SEC# 801-126069San Rafael, CA
Reg. AUM
$151.3M
Employees
3
Accounts
265
Location
San Rafael, CA
Redwood Grove Wealth Management LLC assets under management
Redwood Grove Wealth Management LLC is a registered investment adviser overseen by the SEC based in San Rafael, CA. The firm has been registered since 2022. It reports $151.3 million in regulatory assets under management and employs 3 people.
Redwood Grove Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Curtis Tripp | Financial Planner | 10-25% | 2024 |
| Tanya Koreen Steinhofer Control | Principal/Owner/Ceo/Cco | Over 75% | 2009 |
Frequently asked questions
How much does Redwood Grove Wealth Management LLC manage?
Redwood Grove Wealth Management LLC reports $151.3 million in regulatory assets under management on its Form ADV.
How many employees does Redwood Grove Wealth Management LLC have?
Redwood Grove Wealth Management LLC reports 3 employees.
Where is Redwood Grove Wealth Management LLC located?
Redwood Grove Wealth Management LLC is based in San Rafael, CA and has been SEC-registered since 2022.
Does Redwood Grove Wealth Management LLC disclose fund performance?
Redwood Grove Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$151.3M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$151.3Mregulatory AUM
Discretionary $151.3M