Redwood Wealth Management, LLC

Redwood Wealth Management, LLC (CRD# 148284) is a financial advisory firm headquartered in Alpharetta, GA. They manage $435,174,038 in 2,597 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    435
    MILLION
  • Total Number of Accounts
    2,597
    ACCOUNTS
  • Average Account Value
    $167,568
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.

CA, FL, GA, IL, NC, NH, NY, OH, TN, TX, VA

Financial Advisors at Redwood Wealth Management, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Shawn M. Meade
CRD#: 4493261
11175 Cicero Drive, Suite 650, Alpharetta, GA 30022
103
Wealthminder
score
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.
2
Natalie S. Barber
CRD#: 5543380
11175 Cicero Drive, Suite 650, Alpharetta, GA 30022
96
Wealthminder
score

Natalie Barber (CRD# 5543380) is an Investment Advisor Representative working at Redwood Wealth Management, LLC in Alpharetta, GA and has over 8 years of experience in the finance industry. Natalie Barber 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
Rajen K. Chokshi
CRD#: 4392109
11175 Cicero Drive, Suite 650, Alpharetta, GA 30022
96
Wealthminder
score

Rajen Chokshi (CRD# 4392109) is an Investment Advisor Representative working at Redwood Wealth Management, LLC in Alpharetta, GA and has over 15 years of experience in the finance industry. Rajen Chokshi 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.

4
Brian D. Huey
CRD#: 5561820
11175 Cicero Drive, Suite 650, Alpharetta, GA 30022
96
Wealthminder
score

Brian Huey (CRD# 5561820) is an Investment Advisor Representative working at Redwood Wealth Management, LLC in Alpharetta, GA and has over 8 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.

5
Brian J. McGill
CRD#: 5112081
11175 Cicero Drive, Suite 650, Alpharetta, GA 30022
96
Wealthminder
score

Brian McGill (CRD# 5112081) is an Investment Advisor Representative working at Redwood Wealth Management, LLC in Alpharetta, GA and has over 10 years of experience in the finance industry. Brian McGill 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.

6
Rachael H. Neil
CRD#: 4834179
11175 Cicero Drive, Suite 650, Alpharetta, GA 30022
96
Wealthminder
score

Rachael Neil (CRD# 4834179) is an Investment Advisor Representative working at Redwood Wealth Management, LLC in Alpharetta, GA and has over 7 years of experience in the finance industry. Rachael Neil 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.

7
Larren C. Odom
CRD#: 5077082
11175 Cicero Drive, Suite 650, Alpharetta, GA 30022
96
Wealthminder
score

Larren Odom (CRD# 5077082) is an Investment Advisor Representative working at Redwood Wealth Management, LLC in Alpharetta, GA and has over 10 years of experience in the finance industry. Larren Odom 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.

8
Ross A. Hughes
CRD#: 5353552
11175 Cicero Drive, Suite 650, Alpharetta, GA 30022
90
Wealthminder
score

Ross Hughes (CRD# 5353552) is an Investment Advisor Representative working at Redwood Wealth Management, LLC in Alpharetta, GA and has 1 year of experience in the finance industry. Ross Hughes 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.

9
Lane A. Steinberger
CRD#: 5208494
11175 Cicero Drive, Suite 650, Alpharetta, GA 30022
90
Wealthminder
score

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.

10
Sean C. Gray
CRD#: 5841809
11175 Cicero Drive, Suite 650, Alpharetta, GA 30022
81
Wealthminder
score

Sean Gray (CRD# 5841809) is an Investment Advisor Representative working at Redwood Wealth Management, LLC in Alpharetta, GA and has over 6 years of experience in the finance industry.

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