Data / Investment advisers / California / Redwood Wealth Management, LLC
Redwood Wealth Management, LLC, Santa Monica, CA: $837 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Redwood Wealth Management, LLC is an SEC registered investment adviser with its main office in Santa Monica, California and reports $837 million in regulatory assets under management in its Form ADV filed April 9, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 173916
- SEC file number
- 801-117866
- SEC status
- Approved, effective January 2, 2020
- Legal name
- Redwood Holdings, LLC
- Main office
- 100 Wilshire Blvd Suite 260, Santa Monica, CA 90401
- Phone
- (888) 552-1905
- Website
- redwoodwealth.com
- Regulatory AUM
- $836,976,086 in the Form ADV filed April 9, 2026
- Discretionary AUM
- $836,976,086
- Accounts
- 679
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- April 9, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 123 | $423.7 million |
| Individuals (other than high net worth individuals) | 120 | $413.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $837 million | March 16, 2026 |
| December 1, 2025 | $493 million | October 21, 2025 |
Other advisers in Santa Monica
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Enhanced Healthcare Management Company | Santa Monica | $1.38 billion | 13 | adviserinfo.sec.gov |
| GGP Management, L.P. | Santa Monica | $1.33 billion | 13 | adviserinfo.sec.gov |
| Almitas Capital LLC | Santa Monica | $1.07 billion | 2 | adviserinfo.sec.gov |
| Bison Capital Asset Management, LLC | Santa Monica | $962.5 million | 5 | adviserinfo.sec.gov |
| Westside Investment Management, LLC | Santa Monica | $888.8 million | Not listed | adviserinfo.sec.gov |
| Saybrook Fund Advisors, LLC | Santa Monica | $461.2 million | 4 | adviserinfo.sec.gov |
| DRC Investment Advisors, LLC | Santa Monica | $446 million | Not listed | adviserinfo.sec.gov |
| Autilus Partners LLC | Santa Monica | $413.8 million | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Santa Monica, CA
- Investment advisers in California
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Redwood Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.