REDWOOD WEALTH MANAGEMENT, LLC
CRD #148284 SEC #801-69599 ALPHARETTA, GA 678-390-3300
SEC Registered
Total AUM
$278.1M
Discretionary
$278.1M
Employees
7
Clients
101
Accounts
1,032
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2021 | $278.1M | $278.1M | $0 | 7 | 4 |
| Mar 2021 | $278.1M | $278.1M | $0 | 8 | 4 |
| Mar 2021 | $278.1M | $278.1M | $0 | 8 | 4 |
| Jul 2020 | $240.2M | $240.2M | $0 | 9 | 2 |
| Jul 2020 | $240.2M | $240.2M | $0 | 9 | 2 |
| Jun 2020 | $240.2M | $240.2M | $0 | 9 | 2 |
| May 2020 | $240.2M | $240.2M | $0 | 8 | 2 |
| Mar 2020 | $240.2M | $240.2M | $0 | 8 | 2 |
| Mar 2020 | $240.2M | $240.2M | $0 | 8 | 2 |
| Jan 2020 | $631.8M | $631.8M | $0 | 8 | 2 |
| Oct 2019 | $631.8M | $631.8M | $0 | 17 | 2 |
| Aug 2019 | $631.8M | $631.8M | $0 | 17 | 2 |
| Mar 2019 | $631.8M | $631.8M | $0 | 17 | 2 |
| Feb 2019 | $631.8M | $631.8M | $0 | 17 | 2 |
| Jan 2019 | $634.2M | $634.2M | $0 | 18 | 2 |
| Oct 2018 | $634.2M | $634.2M | $0 | 18 | 2 |
| Aug 2018 | $634.2M | $634.2M | $0 | 18 | 2 |
| Apr 2018 | $634.2M | $634.2M | $0 | 18 | 2 |
| Mar 2018 | $634.2M | $634.2M | $0 | 18 | 2 |
| Mar 2018 | $634.2M | $634.2M | $0 | 18 | 2 |
| Feb 2017 | $543.9M | $543.9M | $0 | 15 | 600 |
| Nov 2016 | $435.2M | $435.2M | $0 | 14 | 600 |
| May 2016 | $435.2M | $435.2M | $0 | 14 | 600 |
| Apr 2016 | $435.2M | $435.2M | $0 | 14 | 600 |
| Mar 2016 | $435.2M | $435.2M | $0 | 14 | 600 |
| Feb 2016 | $376M | $376M | $0 | 14 | 500 |
| Jun 2015 | $376M | $376M | $0 | 14 | 500 |
| May 2015 | $376M | $376M | $0 | 14 | 500 |
| Apr 2015 | $376M | $376M | $0 | 14 | 500 |
| Mar 2015 | $376M | $376M | $0 | 12 | 500 |
| Feb 2015 | $376M | $376M | $0 | 12 | 500 |
| Oct 2014 | $356M | $356M | $0 | 9 | 500 |
| Mar 2014 | $356M | $356M | $0 | 10 | 500 |
| Jan 2014 | $265.2M | $265.2M | $0 | 10 | 486 |
| Aug 2013 | $265.2M | $265.2M | $0 | 10 | 486 |
| May 2013 | $265.2M | $265.2M | $0 | 10 | 486 |
| Feb 2013 | $265.2M | $265.2M | $0 | 10 | 486 |
| Jan 2013 | $218.9M | $218.9M | $0 | 10 | 465 |
| Mar 2012 | $218.9M | $218.9M | $0 | 6 | 465 |
| Nov 2011 | $212.1M | $212.1M | $0 | 6 | 251 |
| Mar 2011 | $187.4M | $187.4M | $0 | 10 | -- |
| Jan 2011 | $132M | $132M | $0 | 10 | -- |
| Mar 2010 | $132M | $132M | $0 | 10 | -- |
| Jun 2009 | $62.3M | $62.3M | $0 | 10 | -- |
| Apr 2009 | $62.3M | $62.3M | $0 | 10 | -- |
DateNov 2021
Total AUM$278.1M
Discretionary$278.1M
Non-Disc.$0
Employees7
Clients4
DateMar 2021
Total AUM$278.1M
Discretionary$278.1M
Non-Disc.$0
Employees8
Clients4
DateMar 2021
Total AUM$278.1M
Discretionary$278.1M
Non-Disc.$0
Employees8
Clients4
DateJul 2020
Total AUM$240.2M
Discretionary$240.2M
Non-Disc.$0
Employees9
Clients2
DateJul 2020
Total AUM$240.2M
Discretionary$240.2M
Non-Disc.$0
Employees9
Clients2
DateJun 2020
Total AUM$240.2M
Discretionary$240.2M
Non-Disc.$0
Employees9
Clients2
DateMay 2020
Total AUM$240.2M
Discretionary$240.2M
Non-Disc.$0
Employees8
Clients2
DateMar 2020
Total AUM$240.2M
Discretionary$240.2M
Non-Disc.$0
Employees8
Clients2
DateMar 2020
Total AUM$240.2M
Discretionary$240.2M
Non-Disc.$0
Employees8
Clients2
DateJan 2020
Total AUM$631.8M
Discretionary$631.8M
Non-Disc.$0
Employees8
Clients2
DateOct 2019
Total AUM$631.8M
Discretionary$631.8M
Non-Disc.$0
Employees17
Clients2
DateAug 2019
Total AUM$631.8M
Discretionary$631.8M
Non-Disc.$0
Employees17
Clients2
DateMar 2019
Total AUM$631.8M
Discretionary$631.8M
Non-Disc.$0
Employees17
Clients2
DateFeb 2019
Total AUM$631.8M
Discretionary$631.8M
Non-Disc.$0
Employees17
Clients2
DateJan 2019
Total AUM$634.2M
Discretionary$634.2M
Non-Disc.$0
Employees18
Clients2
DateOct 2018
Total AUM$634.2M
Discretionary$634.2M
Non-Disc.$0
Employees18
Clients2
DateAug 2018
Total AUM$634.2M
Discretionary$634.2M
Non-Disc.$0
Employees18
Clients2
DateApr 2018
Total AUM$634.2M
Discretionary$634.2M
Non-Disc.$0
Employees18
Clients2
DateMar 2018
Total AUM$634.2M
Discretionary$634.2M
Non-Disc.$0
Employees18
Clients2
DateMar 2018
Total AUM$634.2M
Discretionary$634.2M
Non-Disc.$0
Employees18
Clients2
DateFeb 2017
Total AUM$543.9M
Discretionary$543.9M
Non-Disc.$0
Employees15
Clients600
DateNov 2016
Total AUM$435.2M
Discretionary$435.2M
Non-Disc.$0
Employees14
Clients600
DateMay 2016
Total AUM$435.2M
Discretionary$435.2M
Non-Disc.$0
Employees14
Clients600
DateApr 2016
Total AUM$435.2M
Discretionary$435.2M
Non-Disc.$0
Employees14
Clients600
DateMar 2016
Total AUM$435.2M
Discretionary$435.2M
Non-Disc.$0
Employees14
Clients600
DateFeb 2016
Total AUM$376M
Discretionary$376M
Non-Disc.$0
Employees14
Clients500
DateJun 2015
Total AUM$376M
Discretionary$376M
Non-Disc.$0
Employees14
Clients500
DateMay 2015
Total AUM$376M
Discretionary$376M
Non-Disc.$0
Employees14
Clients500
DateApr 2015
Total AUM$376M
Discretionary$376M
Non-Disc.$0
Employees14
Clients500
DateMar 2015
Total AUM$376M
Discretionary$376M
Non-Disc.$0
Employees12
Clients500
DateFeb 2015
Total AUM$376M
Discretionary$376M
Non-Disc.$0
Employees12
Clients500
DateOct 2014
Total AUM$356M
Discretionary$356M
Non-Disc.$0
Employees9
Clients500
DateMar 2014
Total AUM$356M
Discretionary$356M
Non-Disc.$0
Employees10
Clients500
DateJan 2014
Total AUM$265.2M
Discretionary$265.2M
Non-Disc.$0
Employees10
Clients486
DateAug 2013
Total AUM$265.2M
Discretionary$265.2M
Non-Disc.$0
Employees10
Clients486
DateMay 2013
Total AUM$265.2M
Discretionary$265.2M
Non-Disc.$0
Employees10
Clients486
DateFeb 2013
Total AUM$265.2M
Discretionary$265.2M
Non-Disc.$0
Employees10
Clients486
DateJan 2013
Total AUM$218.9M
Discretionary$218.9M
Non-Disc.$0
Employees10
Clients465
DateMar 2012
Total AUM$218.9M
Discretionary$218.9M
Non-Disc.$0
Employees6
Clients465
DateNov 2011
Total AUM$212.1M
Discretionary$212.1M
Non-Disc.$0
Employees6
Clients251
DateMar 2011
Total AUM$187.4M
Discretionary$187.4M
Non-Disc.$0
Employees10
Clients--
DateJan 2011
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees10
Clients--
DateJun 2009
Total AUM$62.3M
Discretionary$62.3M
Non-Disc.$0
Employees10
Clients--
DateApr 2009
Total AUM$62.3M
Discretionary$62.3M
Non-Disc.$0
Employees10
Clients--