# Redwood Wealth Management

Redwood Wealth Management is a Bank / Wealth / Trust based in Santa Monica, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Santa Monica, United States
- **Region:** North America
- **Address:** Alpharetta, GA, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** https://redwoodwmg.com/
- **LinkedIn:** https://www.linkedin.com/company/redwood-wealth

## Regulatory record

- **CRD number:** 173916
- **SEC file number:** 801-117866
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/173916

## About

Redwood Wealth Management is an SEC-registered investment adviser in SANTA MONICA, CA, registered since 2020. The firm manages approximately $837 million in assets. It has 3 employees and 3 investment advisers.

## Sectors

- Wealth Management
- Private Wealth

## Questions

### Is Redwood Wealth Management a fiduciary?

As an SEC or state-registered registered investment advisor (RIA), Redwood operates under the Investment Advisers Act of 1940, which imposes a fiduciary duty. This means the firm is legally obligated to act in its clients' best interests, disclose conflicts of interest, and cannot place its own revenue or product commissions ahead of client outcomes — a higher standard than the suitability requirement governing broker-dealers.

### What distinguishes Redwood's operating structure from a wirehouse advisor?

Unlike wirehouse advisors employed by large broker-dealers such as Merrill Lynch, Morgan Stanley, or UBS, an independent RIA like Redwood owns its own firm, selects its own custodian and technology stack, and operates free of proprietary product mandates. The trade-off for independence includes full responsibility for compliance, technology, and operations — functions a wirehouse provides centrally.

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- [Redstone Wealth Management](https://altss.com/profile/redstone-wealth-management)
- [Reed Capital Partners](https://altss.com/profile/reed-capital-partners-rcp)

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Last updated: 2026-06-03T20:00:00.000Z

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