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).
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Total Assets Under Management381MILLION
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Total Number of Accounts444ACCOUNTS
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Average Account Value$858,108
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, GA, LA, MI, NC, OH, SC, TX
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.
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.
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.