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
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 11, 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 |
|---|---|---|---|---|
| LINCOLN, BENJAMIN, ASHER | I | PRESIDENT | NA | Control |
| LINCOLN, BENJAMIN, ASHER | I | PRESIDENT | NA | Control |
| LINCOLN, BENJAMIN, ASHER | I | PRESIDENT | NA | Control |
| LINCOLN, BENJAMIN, ASHER | I | PRESIDENT | NA | Control |
| LINCOLN, BENJAMIN, ASHER | I | PRESIDENT | NA | Control |
| LINCOLN, BENJAMIN, ASHER | I | PRESIDENT | NA | Control |
| LINCOLN, BENJAMIN, ASHER | I | PRESIDENT | NA | Control |
| LINCOLN, BENJAMIN, ASHER | I | PRESIDENT | NA | Control |
| LINCOLN, BENJAMIN, ASHER | I | PRESIDENT | NA | Control |
| LINCOLN, BENJAMIN, ASHER | I | PRESIDENT | NA | Control |
| LINCOLN, BENJAMIN, ASHER | I | PRESIDENT | NA | Control |
| LINCOLN, BENJAMIN, ASHER | I | PRESIDENT | NA | Control |
| LINCOLN, BENJAMIN, ASHER | I | PRESIDENT | NA | Control |
| LINCOLN, BENJAMIN, ASHER | I | PRESIDENT | NA | Control |
| LINCOLN, BENJAMIN, ASHER | I | CEO, CCO | NA | Control |
| LINCOLN, BENJAMIN, ASHER | I | PRESIDENT | NA | Control |
| LINCOLN, BENJAMIN, ASHER | I | CEO, CCO | NA | Control |
| LINCOLN, BENJAMIN, ASHER | I | CEO, CCO | NA | Control |
| LINCOLN, BENJAMIN, ASHER | I | CEO, CCO | NA | Control |
| LINCOLN, BENJAMIN, ASHER | I | CEO, CCO | NA | Control |
| LINCOLN, BENJAMIN, ASHER | I | CEO, CCO | NA | Control |
| LINCOLN, BENJAMIN, ASHER | I | CEO, CCO | NA | Control |
| LINCOLN, BENJAMIN, ASHER | I | CEO, CCO | NA | Control |
| LINCOLN, BENJAMIN, ASHER | I | CEO, CCO | NA | Control |
| LINCOLN, BENJAMIN, ASHER | I | CEO, CCO | NA | Control |
| LINCOLN, BENJAMIN, ASHER | I | CEO, CCO | NA | Control |
| PRESLAR, DANIEL, ROBINSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRESLAR, DANIEL, ROBINSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRESLAR, DANIEL, ROBINSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRESLAR, DANIEL, ROBINSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRESLAR, DANIEL, ROBINSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRESLAR, DANIEL, ROBINSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRESLAR, DANIEL, ROBINSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRESLAR, DANIEL, ROBINSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRESLAR, DANIEL, ROBINSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRESLAR, DANIEL, ROBINSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRESLAR, DANIEL, ROBINSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRESLAR, DANIEL, ROBINSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRESLAR, DANIEL, ROBINSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRESLAR, DANIEL, ROBINSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PRESLAR, DANIEL, ROBINSON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| REDWOOD HOLDINGS, LLC | DE | MEMBER | E | Control |
| REDWOOD HOLDINGS, LLC | DE | MEMBER | E | Control |
| REDWOOD HOLDINGS, LLC | DE | MEMBER | E | Control |
| REDWOOD HOLDINGS, LLC | DE | MEMBER | E | Control |
| REDWOOD HOLDINGS, LLC | DE | MEMBER | E | Control |
| REDWOOD HOLDINGS, LLC | DE | MEMBER | E | Control |
| REDWOOD HOLDINGS, LLC | DE | MEMBER | E | Control |
| REDWOOD HOLDINGS, LLC | DE | MEMBER | E | Control |
| REDWOOD HOLDINGS, LLC | DE | MEMBER | E | Control |
| REDWOOD HOLDINGS, LLC | DE | MEMBER | E | Control |
| REDWOOD HOLDINGS, LLC | DE | MEMBER | E | Control |
| REDWOOD HOLDINGS, LLC | DE | MEMBER | E | Control |
| REDWOOD HOLDINGS, LLC | DE | MEMBER | E | Control |
| REDWOOD HOLDINGS, LLC | DE | MEMBER | E | Control |
| REDWOOD HOLDINGS, LLC | DE | MEMBER | E | Control |
| REDWOOD HOLDINGS, LLC | DE | MEMBER | E | Control |
| REDWOOD HOLDINGS, LLC | DE | MEMBER | E | Control |
| REDWOOD HOLDINGS, LLC | DE | MEMBER | E | Control |
| REDWOOD HOLDINGS, LLC | DE | MEMBER | E | Control |
| REDWOOD HOLDINGS, LLC | DE | MEMBER | E | Control |
| REDWOOD HOLDINGS, LLC | DE | MEMBER | E | Control |
| REDWOOD HOLDINGS, LLC | DE | MEMBER | E | Control |
| REDWOOD HOLDINGS, LLC | DE | MEMBER | E | Control |
| REDWOOD HOLDINGS, LLC | DE | MEMBER | E | Control |
| REDWOOD HOLDINGS, LLC | DE | MEMBER | E | Control |
| REDWOOD HOLDINGS, LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LINCOLN, BENJAMIN, ASHER | I | REDWOOD HOLDINGS, LLC | E | Control |
| LINCOLN, BENJAMIN, ASHER | I | REDWOOD HOLDINGS, LLC | E | Control |
| LINCOLN, BENJAMIN, ASHER | I | REDWOOD HOLDINGS, LLC | E | Control |
| LINCOLN, BENJAMIN, ASHER | I | REDWOOD HOLDINGS, LLC | E | Control |
| LINCOLN, BENJAMIN, ASHER | I | REDWOOD HOLDINGS, LLC | E | Control |
| LINCOLN, BENJAMIN, ASHER | I | REDWOOD HOLDINGS, LLC | E | Control |
| LINCOLN, BENJAMIN, ASHER | I | REDWOOD HOLDINGS, LLC | E | Control |
| LINCOLN, BENJAMIN, ASHER | I | REDWOOD HOLDINGS, LLC | E | Control |
| LINCOLN, BENJAMIN, ASHER | I | REDWOOD HOLDINGS, LLC | E | Control |
| LINCOLN, BENJAMIN, ASHER | I | REDWOOD HOLDINGS, LLC | E | Control |
| LINCOLN, BENJAMIN, ASHER | I | REDWOOD HOLDINGS, LLC | E | Control |
| LINCOLN, BENJAMIN, ASHER | I | REDWOOD HOLDINGS, LLC | E | Control |
| LINCOLN, BENJAMIN, ASHER | I | REDWOOD HOLDINGS, LLC | E | Control |
| LINCOLN, BENJAMIN, ASHER | I | REDWOOD HOLDINGS, LLC | E | Control |
| LINCOLN, BENJAMIN, ASHER | I | REDWOOD HOLDINGS, LLC | E | Control |
| LINCOLN, BENJAMIN, ASHER | I | REDWOOD HOLDINGS, LLC | E | Control |
| LINCOLN, BENJAMIN, ASHER | I | REDWOOD HOLDINGS, LLC | E | Control |
| LINCOLN, BENJAMIN, ASHER | I | REDWOOD HOLDINGS, LLC | E | Control |
| LINCOLN, BENJAMIN, ASHER | I | REDWOOD HOLDINGS, LLC | E | Control |
| LINCOLN, BENJAMIN, ASHER | I | REDWOOD HOLDINGS, LLC | E | Control |
Registrations
Federal
IA
Dec 11, 2025 REGISTERED
Notice Filings (13)
CA FL GA IL LA MI NC NJ OH SC TN TX VA
Address
100 WILSHIRE BLVDSUITE 260
SANTA MONICA, CA 90401
United States
Phone: 888-552-1905