# Redwood Grove Wealth Management

Redwood Grove Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/redwood-grove-wealth-management

## Regulatory record

- **CRD number:** 150667
- **SEC file number:** 801-126069
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/150667

## About

Welcome to Redwood Grove Wealth Management. Redwood Grove Wealth Management is an independent, fee-only financial planning firm based in Marin County, California. Our mission is to enable clients to live fulfilling lives by exploring and integrating their core values and dreams into their financial plan. We offer holistic financial planning covering all aspects of a client’s financial life, such as investment, tax, insurance, retirement, college and estate planning. Our focus is on helping women of all ages, families with young children and those interested in sustainable/socially responsible investing (SRI) and philanthropy. Redwood Grove is a California-state registered investment advisor and a certified Marin/Bay Area Green Business. B Corp. One Percent for the Planet.

## Questions

### Who leads investment decisions at Redwood Grove Wealth Management?

No named principals or investment committee members have been publicly identified. The firm's leadership structure is not disclosed in any available public record.

### What is Redwood Grove Wealth Management's investment strategy?

The firm has not publicly stated its asset allocation, stage preference, or sector focus. Without any disclosed strategy, its approach is unknown.

### Does Redwood Grove Wealth Management commit to external funds or only direct investments?

No data exists on whether the firm participates in fund commitments, direct deals, or co-investments. Its investment vehicles and structures are not public.

### Where does the wealth managed by Redwood Grove originate?

The source of underlying wealth is not disclosed. The firm operates with complete privacy regarding its family origins.

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Last updated: 2026-07-06T01:24:24.138Z

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