Redwood Wealth Management Group, LLC
● SEC registered since 2015CRD 281741SEC# 801-106789Medford, NJ
Reg. AUM
$317.2M
Employees
4
Accounts
1,158
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 $317.2 million in regulatory assets under management and employs 4 people.
Redwood Wealth Management Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Samuel Clay Bridgers Control | Managing Member And Chief Compliance Officer | Over 75% | 2015 |
Frequently asked questions
How much does Redwood Wealth Management Group, LLC manage?
Redwood Wealth Management Group, LLC reports $317.2 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
| Address | 400 Stokes Rd, Medford, NJ 08055 |
| Phone | 856-500-2900 |
| Fax | 856-210-7230 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1963839 |
| Discloses disciplinary history | No |
Regulatory AUM
$317.2M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$317.2Mregulatory AUM
Discretionary $278.7MNon-discretionary $38.5M