Redwood Grove Wealth Management

Redwood Grove Wealth Management (CRD# 150667) is a financial advisory firm headquartered in Larkspur, CA. They manage $122,593,726 in 254 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    254
    ACCOUNTS
  • Average Account Value
    $482,652
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Redwood Grove Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Tanya K. Steinhofer
CRD#: 4012338
100 Larkspur Landing Circle, Suite 110, Larkspur, CA 94939

Tanya Steinhofer (CRD# 4012338) is an Investment Advisor Representative working at Redwood Grove Wealth Management in Larkspur, CA and has over 24 years of experience in the finance industry.

2
Daniel C. Tripp
CRD#: 7129128
100 Larkspur Landing Circle, Suite 110, Larkspur, CA 94939

Daniel Tripp (CRD# 7129128) is an Investment Advisor Representative working at Redwood Grove Wealth Management in Larkspur, CA and has 1 year of experience in the finance industry.

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