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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 3, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHOKSHI, RAJEN, KANTICAL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| CHOKSHI, RAJEN, KANTICAL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| CHOKSHI, RAJEN, KANTICAL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| CHOKSHI, RAJEN, KANTICAL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| CHOKSHI, RAJEN, KANTICAL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| CHOKSHI, RAJEN, KANTICAL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| CHOKSHI, RAJEN, KANTICAL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| CHOKSHI, RAJEN, KANTICAL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| CHOKSHI, RAJEN, KANTICAL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| CHOKSHI, RAJEN, KANTICAL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| CHOKSHI, RAJEN, KANTICAL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| CHOKSHI, RAJEN, KANTICAL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| CHOKSHI, RAJEN, KANTICAL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| CHOKSHI, RAJEN, KANTICAL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| CHOKSHI, RAJEN, KANTICAL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| CHOKSHI, RAJEN, KANTICAL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| CHOKSHI, RAJEN, KANTICAL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| CHOKSHI, RAJEN, KANTICAL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| CHOKSHI, RAJEN, KANTICAL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| CHOKSHI, RAJEN, KANTICAL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| CHOKSHI, RAJEN, KANTICAL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| CHOKSHI, RAJEN, KANTICAL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| CHOKSHI, RAJEN, KANTICAL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| CHOKSHI, RAJEN, KANTICAL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| CHOKSHI, RAJEN, KANTICAL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| CHOKSHI, RAJEN, KANTICAL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| CHOKSHI, RAJEN, KANTICAL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| CHOKSHI, RAJEN, KANTILAL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| CHOKSHI, RAJEN, KANTILAL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CHOKSHI, RAJEN, KANTILAL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| CHOKSHI, RAJEN, KANTILAL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CHOKSHI, RAJEN, KANTILAL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CHOKSHI, RAJEN, KANTILAL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CHOKSHI, RAJEN, KANTILAL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CHOKSHI, RAJEN, KANTILAL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CHOKSHI, RAJEN, KANTILAL | I | CHIEF FINANCIAL OFFICER | NA | Control |
| EVERGREEN WEALTH, LLC | DE | MEMBER | NA | |
| EVERGREEN WEALTH, LLC | DE | MEMBER | NA | |
| EVERGREEN WEALTH, LLC | DE | MEMBER | NA | |
| EVERGREEN WEALTH, LLC | DE | MEMBER | NA | |
| EVERGREEN WEALTH, LLC | DE | MEMBER | NA | |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| MEADE, SHAWN, MICHAEL | I | PARTNER, CHIEF COMPLIANCE OFFICER (07/21/2008) | NA | Control |
| NEIL, RACHAEL, HOPE | I | CHIEF OPERATIONS OFFICER | NA | |
| NEIL, RACHAEL, HOPE | I | CHIEF OPERATIONS OFFICER | NA | |
| NEIL, RACHAEL, HOPE | I | CHIEF OPERATIONS OFFICER | NA | |
| NEIL, RACHAEL, HOPE | I | CHIEF OPERATIONS OFFICER | NA | |
| NEIL, RACHAEL, HOPE | I | CHIEF OPERATIONS OFFICER | NA | |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEINBERGER, LANE, ALEX | I | CHIEF INVESTMENT OFFICER | NA | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | D | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | D | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | D | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | D | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | D | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | D | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | D | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | D | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | D | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | D | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | D | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | D | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | D | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | D | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | D | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | D | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | D | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | D | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | D | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | D | Control |
| BLUEROCK FINANCIAL ADVISORS, INC. | DE | MEMBER | C | Control |
| BLUEROCK FINANCIAL ADVISORS, INC. | DE | MEMBER | C | Control |
| BLUEROCK FINANCIAL ADVISORS, INC. | DE | MEMBER | C | Control |
| BLUEROCK FINANCIAL ADVISORS, INC. | DE | MEMBER | C | Control |
| BLUEROCK FINANCIAL ADVISORS, INC. | DE | MEMBER | C | Control |
| BLUEROCK FINANCIAL ADVISORS, INC. | DE | MEMBER | C | Control |
| BLUEROCK FINANCIAL ADVISORS, INC. | DE | MEMBER | C | Control |
| BLUEROCK FINANCIAL ADVISORS, INC. | DE | MEMBER | C | Control |
| BLUEROCK FINANCIAL ADVISORS, INC. | DE | MEMBER | C | Control |
| BLUEROCK FINANCIAL ADVISORS, INC. | DE | MEMBER | C | Control |
| BLUEROCK FINANCIAL ADVISORS, INC. | DE | MEMBER | C | Control |
| BLUEROCK FINANCIAL ADVISORS, INC. | DE | MEMBER | C | Control |
| BLUEROCK FINANCIAL ADVISORS, INC. | DE | MEMBER | C | Control |
| BLUEROCK FINANCIAL ADVISORS, INC. | DE | MEMBER | C | Control |
| BLUEROCK FINANCIAL ADVISORS, INC. | DE | MEMBER | C | Control |
| BLUEROCK FINANCIAL ADVISORS, INC. | DE | MEMBER | C | Control |
| BLUEROCK FINANCIAL ADVISORS, INC. | DE | MEMBER | C | Control |
| BLUEROCK FINANCIAL ADVISORS, INC. | DE | MEMBER | C | Control |
| BLUEROCK FINANCIAL ADVISORS, INC. | DE | MEMBER | C | Control |
| BLUEROCK FINANCIAL ADVISORS, INC. | DE | MEMBER | C | Control |
| BLUEROCK FINANCIAL ADVISORS, INC. | DE | MEMBER | C | Control |
| BLUEROCK FINANCIAL ADVISORS, INC. | DE | MEMBER | C | Control |
| BLUEROCK FINANCIAL ADVISORS, INC. | DE | MEMBER | C | Control |
| BLUEROCK FINANCIAL ADVISORS, INC. | DE | MEMBER | C | Control |
| BLUEROCK FINANCIAL ADVISORS, INC. | DE | MEMBER | C | Control |
| BLUEROCK FINANCIAL ADVISORS, INC. | DE | MEMBER | C | Control |
| BLUEROCK FINANCIAL ADVISORS, INC. | DE | MEMBER | C | Control |
| BLUEROCK FINANCIAL ADVISORS, INC. | DE | MEMBER | C | Control |
| BLUEROCK FINANCIAL ADVISORS, INC. | DE | MEMBER | C | Control |
| BLUEROCK FINANCIAL ADVISORS, INC. | DE | MEMBER | C | Control |
| BLUEROCK FINANCIAL ADVISORS, INC. | DE | MEMBER | C | Control |
| BLUEROCK FINANCIAL ADVISORS, INC. | DE | MEMBER | C | Control |
| BLUEROCK FINANCIAL ADVISORS, INC. | DE | MEMBER | C | Control |
| BLUEROCK FINANCIAL ADVISORS, INC. | DE | MEMBER | C | Control |
| BLUEROCK FINANCIAL ADVISORS, INC. | DE | MEMBER | C | Control |
| BLUEROCK FINANCIAL ADVISORS, INC. | DE | MEMBER | C | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| REDWOOD FINANCIAL SERVICES, INC. | DE | MEMBER | C | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | C | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | C | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | C | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | C | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | C | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | C | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | C | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | C | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | C | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | C | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | C | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | C | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | C | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | C | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | C | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | C | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | C | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | C | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | C | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | C | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | C | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | C | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | C | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | C | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | C | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | C | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | C | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | C | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | C | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | C | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | C | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | C | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | C | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | C | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | C | Control |
| STEINBERGER INCORPORATED | DE | MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CHOKSHI, RAJEN, KANTICAL | I | BLUEROCK FINANCIAL ADVISORS, INC. | E | Control |
| CHOKSHI, RAJEN, KANTICAL | I | BLUEROCK FINANCIAL ADVISORS, INC. | E | Control |
| CHOKSHI, RAJEN, KANTICAL | I | BLUEROCK FINANCIAL ADVISORS, INC. | E | Control |
| CHOKSHI, RAJEN, KANTICAL | I | BLUEROCK FINANCIAL ADVISORS, INC. | E | Control |
| CHOKSHI, RAJEN, KANTICAL | I | BLUEROCK FINANCIAL ADVISORS, INC. | E | Control |
| CHOKSHI, RAJEN, KANTICAL | I | BLUEROCK FINANCIAL ADVISORS, INC. | E | Control |
| CHOKSHI, RAJEN, KANTICAL | I | BLUEROCK FINANCIAL ADVISORS, INC. | E | Control |
| CHOKSHI, RAJEN, KANTICAL | I | BLUEROCK FINANCIAL ADVISORS, INC. | E | Control |
| CHOKSHI, RAJEN, KANTICAL | I | BLUEROCK FINANCIAL ADVISORS, INC. | E | Control |
| CHOKSHI, RAJEN, KANTICAL | I | BLUEROCK FINANCIAL ADVISORS, INC. | E | Control |
| CHOKSHI, RAJEN, KANTICAL | I | BLUEROCK FINANCIAL ADVISORS, INC. | E | Control |
| CHOKSHI, RAJEN, KANTICAL | I | BLUEROCK FINANCIAL ADVISORS, INC. | E | Control |
| CHOKSHI, RAJEN, KANTICAL | I | BLUEROCK FINANCIAL ADVISORS, INC. | E | Control |
| CHOKSHI, RAJEN, KANTICAL | I | BLUEROCK FINANCIAL ADVISORS, INC. | E | Control |
| CHOKSHI, RAJEN, KANTICAL | I | BLUEROCK FINANCIAL ADVISORS, INC. | E | Control |
| CHOKSHI, RAJEN, KANTICAL | I | BLUEROCK FINANCIAL ADVISORS, INC. | E | Control |
| CHOKSHI, RAJEN, KANTICAL | I | BLUEROCK FINANCIAL ADVISORS, INC. | E | Control |
| CHOKSHI, RAJEN, KANTICAL | I | BLUEROCK FINANCIAL ADVISORS, INC. | E | Control |
| CHOKSHI, RAJEN, KANTICAL | I | BLUEROCK FINANCIAL ADVISORS, INC. | E | Control |
| CHOKSHI, RAJEN, KANTICAL | I | BLUEROCK FINANCIAL ADVISORS, INC. | E | Control |
| CHOKSHI, RAJEN, KANTICAL | I | BLUEROCK FINANCIAL ADVISORS, INC. | E | Control |
| CHOKSHI, RAJEN, KANTICAL | I | BLUEROCK FINANCIAL ADVISORS, INC. | E | Control |
| CHOKSHI, RAJEN, KANTICAL | I | BLUEROCK FINANCIAL ADVISORS, INC. | E | Control |
| CHOKSHI, RAJEN, KANTICAL | I | BLUEROCK FINANCIAL ADVISORS, INC. | E | Control |
| CHOKSHI, RAJEN, KANTICAL | I | BLUEROCK FINANCIAL ADVISORS, INC. | E | Control |
| CHOKSHI, RAJEN, KANTICAL | I | BLUEROCK FINANCIAL ADVISORS, INC. | E | Control |
| CHOKSHI, RAJEN, KANTICAL | I | BLUEROCK FINANCIAL ADVISORS, INC. | E | Control |
| CHOKSHI, RAJEN, KANTILAL | I | BLUEROCK FINANCIAL ADVISORS, INC. | E | Control |
| CHOKSHI, RAJEN, KANTILAL | I | BLUEROCK FINANCIAL ADVISORS, INC. | E | Control |
| CHOKSHI, RAJEN, KANTILAL | I | BLUEROCK FINANCIAL ADVISORS, INC. | E | Control |
| CHOKSHI, RAJEN, KANTILAL | I | BLUEROCK FINANCIAL ADVISORS, INC. | E | Control |
| CHOKSHI, RAJEN, KANTILAL | I | BLUEROCK FINANCIAL ADVISORS, INC. | E | Control |
| CHOKSHI, RAJEN, KANTILAL | I | BLUEROCK FINANCIAL ADVISORS, INC. | E | Control |
| CHOKSHI, RAJEN, KANTILAL | I | BLUEROCK FINANCIAL ADVISORS, INC. | E | Control |
| CHOKSHI, RAJEN, KANTILAL | I | BLUEROCK FINANCIAL ADVISORS, INC. | E | Control |
| CHOKSHI, RAJEN, KANTILAL | I | BLUEROCK FINANCIAL ADVISORS, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| MEADE, SHAWN, MICHAEL | I | REDWOOD FINANCIAL SERVICES, INC. | E | Control |
| NEIL, RACHAEL, HOPE | I | EVERGREEN WEALTH, LLC | E | Control |
| NEIL, RACHAEL, HOPE | I | EVERGREEN WEALTH, LLC | E | Control |
| NEIL, RACHAEL, HOPE | I | EVERGREEN WEALTH, LLC | E | Control |
| NEIL, RACHAEL, HOPE | I | EVERGREEN WEALTH, LLC | E | Control |
| NEIL, RACHAEL, HOPE | I | EVERGREEN WEALTH, LLC | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
| STEINBERGER, LANE, ALEX | I | STEINBERGER INCORPORATED | E | Control |
Registrations
Federal
IA
Nov 3, 2021 REGISTERED
Notice Filings (13)
CA FL GA IL MA NC NH NY OH SC TN TX VA
Address
11175 CICERO DRIVESUITE 510
ALPHARETTA, GA 30022
United States
Phone: 678-390-3300