REDWOOD FINANCIAL PLANNING, LLC
CRD #291250 SEC #801-127675 SCOTCH PLAINS, NJ 908-663-2125
SEC Registered Disclosures
Total AUM
$212.8M
Discretionary
$212.8M
Employees
4
Clients
0
Accounts
1,294
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $212.8M | $212.8M | $0 | 4 | 49 |
| May 2024 | $174.6M | $174.6M | $0 | 4 | 74 |
| Jan 2024 | $174.6M | $174.6M | $0 | 5 | 74 |
| May 2023 | $101.3M | $101.3M | $0 | 3 | 189 |
| May 2023 | $101.3M | $101.3M | $0 | 3 | 189 |
| Apr 2023 | $101.3M | $101.3M | $0 | 3 | 189 |
| Apr 2023 | $101.3M | $101.3M | $0 | 3 | 189 |
| Apr 2023 | $101.3M | $101.3M | $0 | 3 | 189 |
| Mar 2023 | $101.3M | $101.3M | $0 | 3 | 189 |
DateMar 2025
Total AUM$212.8M
Discretionary$212.8M
Non-Disc.$0
Employees4
Clients49
DateMay 2024
Total AUM$174.6M
Discretionary$174.6M
Non-Disc.$0
Employees4
Clients74
DateJan 2024
Total AUM$174.6M
Discretionary$174.6M
Non-Disc.$0
Employees5
Clients74
DateMay 2023
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees3
Clients189
DateMay 2023
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees3
Clients189
DateApr 2023
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees3
Clients189
DateApr 2023
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees3
Clients189
DateApr 2023
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees3
Clients189
DateMar 2023
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees3
Clients189