Redwood Wealth Management Group, LLC
Redwood Wealth Management Group, LLC (CRD# 281741) is a financial advisory firm headquartered in Moorestown, NJ. They manage $262,100,813 in 1,168 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
Redwood Wealth Management Group, LLC
By the Numbers
-
Total Assets Under Management262MILLION
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Total Number of Accounts1,168ACCOUNTS
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Average Account Value$224,401
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, NC, NJ, PA, VA
Financial Advisors at Redwood Wealth Management Group, LLC
1
Samuel Bridgers (CRD# 1243406) is an Investment Advisor Representative working at Redwood Wealth Management Group, LLC in Moorestown, NJ and has over 39 years of experience in the finance industry.
2
William Merriken (CRD# 729243) is an Investment Advisor Representative working at Redwood Wealth Management Group, LLC in Moorestown, NJ and has over 24 years of experience in the finance industry.
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