REDWOOD HOLDINGS, LLC
Legal name: REDWOOD WEALTH MANAGEMENT, LLC
CRD #173916 SEC #801-117866 SANTA MONICA, CA 888-552-1905
SEC Registered Disclosures
Total AUM
$493M
Discretionary
$493M
Employees
3
Clients
--
Accounts
434
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $493M | $493M | $0 | 3 | 0 |
| Oct 2025 | $493M | $493M | $0 | 3 | 0 |
| Aug 2025 | $493M | $493M | $0 | 3 | 0 |
| Mar 2025 | $493M | $493M | $0 | 3 | 0 |
| Mar 2025 | $381M | $381M | $0 | 3 | 0 |
| Jul 2024 | $381M | $381M | $0 | 4 | 0 |
| Jun 2024 | $381M | $381M | $0 | 4 | 0 |
| Mar 2024 | $381M | $381M | $0 | 4 | 0 |
| Nov 2023 | $251.3M | $251.3M | $0 | 3 | 0 |
| Sep 2023 | $251.3M | $251.3M | $0 | 3 | 0 |
| May 2023 | $251.3M | $251.3M | $0 | 3 | 0 |
| Mar 2023 | $251.3M | $251.3M | $0 | 3 | 0 |
| Jan 2023 | $276.6M | $276.6M | $0 | 3 | 0 |
| Mar 2022 | $276.6M | $276.6M | $0 | 3 | 0 |
| Nov 2021 | $246M | $246M | $0 | 3 | 0 |
| Nov 2021 | $246M | $246M | $0 | 3 | 0 |
| Mar 2021 | $237.4M | $237.4M | $0 | 3 | 0 |
| Jun 2020 | $205.5M | $205.5M | $0 | 3 | 0 |
| Jan 2020 | $205.5M | $205.5M | $0 | 3 | 0 |
| Dec 2019 | $205.5M | $205.5M | $0 | 3 | 0 |
| Nov 2019 | $187M | $187M | $0 | 3 | 0 |
DateDec 2025
Total AUM$493M
Discretionary$493M
Non-Disc.$0
Employees3
Clients0
DateOct 2025
Total AUM$493M
Discretionary$493M
Non-Disc.$0
Employees3
Clients0
DateAug 2025
Total AUM$493M
Discretionary$493M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$493M
Discretionary$493M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$381M
Discretionary$381M
Non-Disc.$0
Employees3
Clients0
DateJul 2024
Total AUM$381M
Discretionary$381M
Non-Disc.$0
Employees4
Clients0
DateJun 2024
Total AUM$381M
Discretionary$381M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$381M
Discretionary$381M
Non-Disc.$0
Employees4
Clients0
DateNov 2023
Total AUM$251.3M
Discretionary$251.3M
Non-Disc.$0
Employees3
Clients0
DateSep 2023
Total AUM$251.3M
Discretionary$251.3M
Non-Disc.$0
Employees3
Clients0
DateMay 2023
Total AUM$251.3M
Discretionary$251.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$251.3M
Discretionary$251.3M
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$276.6M
Discretionary$276.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$276.6M
Discretionary$276.6M
Non-Disc.$0
Employees3
Clients0
DateNov 2021
Total AUM$246M
Discretionary$246M
Non-Disc.$0
Employees3
Clients0
DateNov 2021
Total AUM$246M
Discretionary$246M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$237.4M
Discretionary$237.4M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$205.5M
Discretionary$205.5M
Non-Disc.$0
Employees3
Clients0
DateJan 2020
Total AUM$205.5M
Discretionary$205.5M
Non-Disc.$0
Employees3
Clients0
DateDec 2019
Total AUM$205.5M
Discretionary$205.5M
Non-Disc.$0
Employees3
Clients0
DateNov 2019
Total AUM$187M
Discretionary$187M
Non-Disc.$0
Employees3
Clients0