REDWOOD GROVE WEALTH MANAGEMENT LLC
Legal name: REDWOOD GROVE WEALTH MANAGEMENT
CRD #150667 SEC #801-126069 SAN RAFAEL, CA 415-737-5003
SEC Registered
Total AUM
$131.8M
Discretionary
$131.8M
Employees
3
Clients
51
Accounts
260
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $131.8M | $131.8M | $0 | 3 | 0 |
| Mar 2024 | $122.6M | $122.6M | $0 | 3 | 1 |
| Nov 2023 | $99.9M | $99.9M | $0 | 3 | 2 |
| Mar 2023 | $99.9M | $99.9M | $0 | 3 | 2 |
| Jun 2022 | $111M | $111M | $0 | 3 | 2 |
DateFeb 2025
Total AUM$131.8M
Discretionary$131.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$122.6M
Discretionary$122.6M
Non-Disc.$0
Employees3
Clients1
DateNov 2023
Total AUM$99.9M
Discretionary$99.9M
Non-Disc.$0
Employees3
Clients2
DateMar 2023
Total AUM$99.9M
Discretionary$99.9M
Non-Disc.$0
Employees3
Clients2
DateJun 2022
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees3
Clients2