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RIA · CRD 226560SEC-Registered

Updated:

Redwood Coast Financial Partners

Redwood Coast Financial Partners is an SEC-registered investment adviser in Eureka, CA, registered since 2021. The firm manages approximately $152 million in...

Overview

Redwood Coast Financial Partners is an SEC-registered investment adviser in Eureka, CA, registered since 2021. The firm manages approximately $152 million in regulatory assets. It has 4 employees and 2 investment advisers. REDWOOD COAST FINANCIAL PARTNERS was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-01-20, it reported 4 employees; 933 advisory accounts; services including Financial planning, Portfolio management for individuals and small businesses, Publication of periodicals or newsletters; client categories including Charitable organizations, Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals), Pension and profit sharing plans; compensation arrangements including A percentage of assets under management. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.

General information

Firm type

RIA

Location

Region

North America

Country

United States

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