Redwood Wealth Management, LLC

Redwood Wealth Management, LLC (CRD# 173916) is a financial advisory firm headquartered in Charlotte, NC. They manage $71,563,981 in 299 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    299
    ACCOUNTS
  • Average Account Value
    $239,344
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, LA, MI, NC, OH, SC, TX

Financial Advisors at Redwood Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Rob V. Fiser
CRD#: 1029717
5821 Fairview Rd., Suite 114, Charlotte, NC 28209
93
Wealthminder
score

Rob Fiser (CRD# 1029717) is an Investment Advisor Representative working at Redwood Wealth Management, LLC in Charlotte, NC and has over 34 years of experience in the finance industry.

2
Daniel R. Preslar
CRD#: 4678872
5821 Fairview Road, Suite 114, Charlotte, NC 28209
93
Wealthminder
score

Daniel Preslar (CRD# 4678872) is an Investment Advisor Representative working at Redwood Wealth Management, LLC in Charlotte, NC and has over 12 years of experience in the finance industry.

3
Benjamin A. Lincoln
CRD#: 4701280
5821 Fairview Road, Suite 114, Charlotte, NC 28209
68
Wealthminder
score

Benjamin Lincoln (CRD# 4701280) is an Investment Advisor Representative working at Redwood Wealth Management, LLC in Charlotte, NC and has over 12 years of experience in the finance industry.

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