Redwood Wealth Management, LLC

Redwood Wealth Management, LLC (CRD# 148284) is a financial advisory firm headquartered in Alpharetta, GA. They manage $278,066,148 in 1,032 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    278
    MILLION
  • Total Number of Accounts
    1,032
    ACCOUNTS
  • Average Account Value
    $269,444
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, IL, NC, OH, SC, TX, VA

Financial Advisors at Redwood Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Melissa K. Beach
CRD#: 4557802
11175 Cicero Drive, Suite 510, Alpharetta, GA 30022

Melissa Beach (CRD# 4557802) is an Investment Advisor Representative working at Redwood Wealth Management, LLC in Alpharetta, GA and has over 19 years of experience in the finance industry. Melissa Beach has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Brian D. Huey
CRD#: 5561820
11175 Cicero Drive, Suite 510, Alpharetta, GA 30022

Brian Huey (CRD# 5561820) is an Investment Advisor Representative working at Redwood Wealth Management, LLC in Alpharetta, GA and has over 13 years of experience in the finance industry. Brian Huey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Shawn M. Meade
CRD#: 4493261
11175 Cicero Drive, Suite 510, Alpharetta, GA 30022
Shawn Meade (CRD# 4493261) is an Investment Advisor Representative working at Redwood Wealth Management, LLC in Alpharetta, GA and has over 14 years of experience in the finance industry. Shawn Meade has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
4
Lane A. Steinberger
CRD#: 5208494
11175 Cicero Drive, Suite 510, Alpharetta, GA 30022

Lane Steinberger (CRD# 5208494) is an Investment Advisor Representative working at Redwood Wealth Management, LLC in Alpharetta, GA and has 1 year of experience in the finance industry. Lane Steinberger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Pierre L. Soree
CRD#: 7259326
11175 Cicero Drive, Suite 510, Alpharetta, GA 30022

Pierre Soree (CRD# 7259326) is an Investment Advisor Representative working at Redwood Wealth Management, LLC in Alpharetta, GA and has 1 year of experience in the finance industry. Pierre Soree has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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