Redwood Wealth Management, LLC logo

Redwood Wealth Management, LLC

Updated today

Client assets under management

$836,976,086

Clients

243

51% high-net-worth

Advisors

3

of 3 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

81

High

Average account size

$3,444,346

About

Redwood Wealth Management provides discretionary portfolio management and financial planning to individuals (including high net worth clients), corporations, and other entities, delivering continuous advice and tailored investment policies developed from a client questionnaire. Services include direct portfolio management, recommendations of third‑party separate account managers, and access to mutual funds, ETFs, equities, fixed income and alternative investments, including proprietary Special Purpose Vehicles (SPVs); the firm states it has no account minimums.

The firm’s investment process begins with a demographic and risk‑profile assessment to establish an investment policy and may combine fundamental, technical and cyclical analysis when implementing strategies. Redwood conducts manager due diligence when recommending third‑party managers, may use alternative investments that require accredited investor status, and discloses that proprietary SPVs may be used and are excluded from the firm’s asset‑based fee calculation to mitigate a conflict of interest.

Redwood’s staff includes individuals who are registered representatives of a broker‑dealer and licensed insurance agents, and the brochure discloses that those non‑advisory activities (including offering variable annuities and fixed insurance products) occupy roughly ten percent of their time, which presents potential conflicts of interest. The firm also discloses a prior SEC finding in October 2021 regarding a custody rule violation that resulted in a censure and civil penalties (the firm paid $50,000 and the firm’s principal paid $20,000) and included agreed undertakings.

Client services

Portfolio management Selection of other advisers

Expertise

Private / alternative investments Wealth management

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Fee options

Percentage

$0+: Negotiable up to 2.90% annually based on various factors including account size and services $0+: For Separate Accounts, combined fees up to 2.90% annually (including up to 0.50% to third-party managers)

Other

Minimum fee: Accounts may require a minimum advisory fee or quarterly maintenance fee as detailed in the advisory agreement, but no specific amounts are stated. Fee-only: Advisory fees are the only compensation Redwood receives; no commissions included in advisory fees.

Main office location

Redwood Wealth Management, LLC

100 Wilshire Blvd, Suite 260

Santa Monica CA 90401, United States

Number of offices

1

Most active in

California · Florida · Georgia · Illinois · Louisiana · Michigan · New Jersey · North Carolina · Ohio · South Carolina · Tennessee · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jared K

Series 66

West Bloomfield, MI

Redwood Wealth Management, LLC

Jared Kohlenberg is a financial advisor at Redwood Wealth Management, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Before entering finance, he was involved with the University of Michigan Football program and various roles at the University of Michigan. Redwood Wealth Management provides discretionary portfolio management and financial planning to individuals, corporations, and other entities. The firm develops tailored investment policies based on client risk profiles and employs a combination of fundamental, technical, and cyclical analysis alongside manager due diligence and access to alternative investments.

Private / alternative investments Wealth management
user avatar

Ayodeji E

Series 65

Santa Monica, CA

Redwood Wealth Management, LLC

Ayodeji Egbeyemi is a financial advisor at Redwood Wealth Management, LLC with six years of industry experience. He holds a Series 65 credential and has worked previously at Farmers Insurance, the Los Angeles Clippers, and PCG Financial. He has been with Redwood Wealth Management since 2018. Redwood Wealth Management provides discretionary portfolio management and financial planning services to individuals, corporations, and other entities. The firm uses a client-driven investment approach that includes fundamental, technical, and cyclical analysis, and offers access to a range of investment options including proprietary Special Purpose Vehicles.

Private / alternative investments Wealth management
user avatar

Benjamin L

Series 66

Santa Monica, CA

Redwood Wealth Management, LLC

Benjamin Lincoln is a Series 66-licensed advisor with 22 years of industry experience. He has been with Redwood Wealth Management, LLC since 2014 and serves as the firm's president. In addition to his advisory role, he is involved in a non-investment business activity related to bill payment services. Redwood Wealth Management provides discretionary portfolio management and financial planning to individuals, corporations, and other entities. The firm uses a client questionnaire to develop tailored investment policies and employs a combination of fundamental, technical, and cyclical analysis in its investment process.

Private / alternative investments Wealth management
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