Redwood Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
$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)
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
See office100 Wilshire Blvd, Suite 260
Santa Monica CA 90401
Advisors at this office
2
Offices (2)
Most active in
California · Florida · Georgia · Illinois · Louisiana · Michigan · New Jersey · North Carolina · Ohio · South Carolina · Tennessee · Texas · Virginia
Also doing business as
Compliance Staffing, LLC · Redwood Holdings, LLC · Redwood Wealth Management · Redwood Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Advisors at this firm
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 a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley, and Purshe Kaplan Sterling Investments. He also played football at the University of Michigan. Redwood Wealth Management provides discretionary portfolio management and financial planning services to individuals, corporations, and other entities. The firm offers tailored investment policies and a range of investment options, combining various analytical approaches and manager due diligence in its investment process.
Ayodeji E
Series 65
Santa Monica, CA
Redwood Wealth Management, LLC
Ayodeji Egbeyemi is a financial advisor at Redwood Wealth Management, LLC with seven years of industry experience. He has held roles at Redwood Wealth Management since 2018, Farmers Insurance from 2017 to 2018, and the Los Angeles Clippers from 2016 to 2017. He holds a Series 65 designation. Redwood Wealth Management provides discretionary portfolio management and financial planning services to individuals, corporations, and other entities. The firm tailors investment policies based on client questionnaires and uses a combination of fundamental, technical, and cyclical analysis in its strategies.
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.
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