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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 26, 2025
- 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 |
|---|---|---|---|---|
| STEINHOFER, TANYA, KOREEN | I | PRINCIPAL/OWNER/CEO/CCO | E | Control |
| STEINHOFER, TANYA, KOREEN | I | PRINCIPAL/OWNER/CEO/CCO | E | Control |
| STEINHOFER, TANYA, KOREEN | I | PRINCIPAL/OWNER/CEO/CCO | E | Control |
| STEINHOFER, TANYA, KOREEN | I | PRINCIPAL/OWNER/CEO/CCO | E | Control |
| STEINHOFER, TANYA, KOREEN | I | PRINCIPAL/OWNER/CEO/CCO | E | Control |
| TRIPP, DANIEL, CURTIS | I | FINANCIAL PLANNER | B | |
| TRIPP, DANIEL, CURTIS | I | FINANCIAL PLANNER | B |
Registrations
Federal
IA
Feb 26, 2025 REGISTERED
Notice Filings (2)
CA TX
Address
3950 CIVIC CENTER DR.SUITE 210
SAN RAFAEL, CA 94903
United States
Phone: 415-737-5003