Redwood Wealth Management, LLC

Redwood Wealth Management, LLC (CRD# 173916) is a financial advisory firm headquartered in Santa Monica, CA. They manage $381,000,000 in 444 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
429 Santa Monica Blvd, Suite 350, Santa Monica, CA 90401
http://www.redwoodwealth.com
By the Numbers
  • Total Assets Under Management
    381
    MILLION
  • Total Number of Accounts
    444
    ACCOUNTS
  • Average Account Value
    $858,108
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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, FL, GA, LA, MI, NC, OH, SC, TX

Financial Advisors at Redwood Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Benjamin Lincoln, financial advisor Charlotte NC
Benjamin A. Lincoln
CRD#: 4701280
5821 Fairview Road, Suite 114, Charlotte, NC 28209

Benjamin Lincoln (CRD# 4701280) is an Investment Advisor Representative working at Redwood Wealth Management, LLC in Charlotte, NC and has over 19 years of experience in the finance industry.

2
Daniel Preslar, financial advisor Santa Monica CA
Daniel R. Preslar
CRD#: 4678872
429 Santa Monica Blvd, Suite 350, Santa Monica, CA 90401

Daniel Preslar (CRD# 4678872) is an Investment Advisor Representative working at Redwood Wealth Management, LLC in Santa Monica, CA and has over 19 years of experience in the finance industry.

3
Ayodeji Egbeyemi, financial advisor Santa Monica CA
Ayodeji Egbeyemi
CRD#: 7186061
429 Santa Monica Blvd, Suite 350, Santa Monica, CA 90401

Ayodeji Egbeyemi (CRD# 7186061) is an Investment Advisor Representative working at Redwood Wealth Management, LLC in Santa Monica, CA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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