REDWOOD PRIVATE WEALTH, LLC
Legal name: REDWOOD PRIVATE WEALTH
CRD #312942 SEC #801-120723 PHOENIX, AZ 480-646-3504
SEC Registered
Total AUM
$267.6M
Discretionary
$253.4M
Employees
61
Clients
26
Accounts
1,788
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $267.6M | $253.4M | $14.2M | 61 | 0 |
| Feb 2024 | $204.3M | $190.8M | $13.5M | 61 | 0 |
| Jan 2024 | $204.3M | $190.8M | $13.5M | 61 | 0 |
| Oct 2023 | $204.3M | $190.8M | $13.5M | 53 | 0 |
| Oct 2023 | $204.3M | $190.8M | $13.5M | 53 | 0 |
| Aug 2023 | $204.3M | $190.8M | $13.5M | 53 | 0 |
| Jul 2023 | $204.3M | $190.8M | $13.5M | 53 | 0 |
| Jul 2023 | $204.3M | $190.8M | $13.5M | 53 | 0 |
| Jun 2023 | $204.3M | $190.8M | $13.5M | 53 | 0 |
| Jun 2023 | $204.3M | $190.8M | $13.5M | 53 | 0 |
| Jun 2023 | $204.3M | $190.8M | $13.5M | 53 | 0 |
| Jun 2023 | $204.3M | $190.8M | $13.5M | 53 | 0 |
| May 2023 | $204.3M | $190.8M | $13.5M | 52 | 0 |
| May 2023 | $204.3M | $190.8M | $13.5M | 52 | 0 |
| Mar 2023 | $204.3M | $190.8M | $13.5M | 51 | 0 |
| Feb 2023 | $149.3M | $134.8M | $14.4M | 51 | 0 |
| Jan 2023 | $149.3M | $134.8M | $14.4M | 51 | 0 |
| Dec 2022 | $149.3M | $134.8M | $14.4M | 51 | 0 |
| Dec 2022 | $149.3M | $134.8M | $14.4M | 42 | 0 |
| Oct 2022 | $149.3M | $134.8M | $14.4M | 42 | 0 |
| Oct 2022 | $149.3M | $134.8M | $14.4M | 42 | 0 |
| Oct 2022 | $149.3M | $134.8M | $14.4M | 42 | 0 |
| Oct 2022 | $149.3M | $134.8M | $14.4M | 42 | 0 |
| Sep 2022 | $149.3M | $134.8M | $14.4M | 42 | 0 |
| Aug 2022 | $149.3M | $134.8M | $14.4M | 42 | 0 |
| Aug 2022 | $149.3M | $134.8M | $14.4M | 34 | 0 |
| Aug 2022 | $149.3M | $134.8M | $14.4M | 32 | 0 |
| Jul 2022 | $149.3M | $134.8M | $14.4M | 32 | 0 |
| Jul 2022 | $149.3M | $134.8M | $14.4M | 32 | 0 |
| Jul 2022 | $149.3M | $134.8M | $14.4M | 32 | 0 |
| Jul 2022 | $149.3M | $134.8M | $14.4M | 32 | 0 |
| Jun 2022 | $149.3M | $134.8M | $14.4M | 28 | 0 |
| Jun 2022 | $149.3M | $134.8M | $14.4M | 28 | 0 |
| Jun 2022 | $149.3M | $134.8M | $14.4M | 28 | 0 |
| Jun 2022 | $149.3M | $134.8M | $14.4M | 28 | 0 |
| May 2022 | $149.3M | $134.8M | $14.4M | 28 | 0 |
| May 2022 | $149.3M | $134.8M | $14.4M | 28 | 0 |
| Apr 2022 | $149.3M | $134.8M | $14.4M | 28 | 0 |
| Apr 2022 | $149.3M | $134.8M | $14.4M | 28 | 0 |
| Feb 2022 | $0 | $0 | $0 | 20 | 0 |
| Dec 2021 | $0 | $0 | $0 | 20 | 0 |
| Dec 2021 | $0 | $0 | $0 | 20 | 0 |
| Oct 2021 | $0 | $0 | $0 | 16 | 0 |
| Sep 2021 | $0 | $0 | $0 | 11 | 0 |
| Aug 2021 | $0 | $0 | $0 | 11 | 0 |
| Aug 2021 | $0 | $0 | $0 | 11 | 0 |
| Aug 2021 | $0 | $0 | $0 | 11 | 0 |
| Jul 2021 | $0 | $0 | $0 | 3 | 0 |
| Jul 2021 | $0 | $0 | $0 | 3 | 0 |
| Jul 2021 | $0 | $0 | $0 | 3 | 0 |
| Jun 2021 | $0 | $0 | $0 | 3 | 0 |
| Mar 2021 | $0 | $0 | $0 | 3 | 0 |
| Mar 2021 | $0 | $0 | $0 | 3 | 0 |
DateMar 2024
Total AUM$267.6M
Discretionary$253.4M
Non-Disc.$14.2M
Employees61
Clients0
DateFeb 2024
Total AUM$204.3M
Discretionary$190.8M
Non-Disc.$13.5M
Employees61
Clients0
DateJan 2024
Total AUM$204.3M
Discretionary$190.8M
Non-Disc.$13.5M
Employees61
Clients0
DateOct 2023
Total AUM$204.3M
Discretionary$190.8M
Non-Disc.$13.5M
Employees53
Clients0
DateOct 2023
Total AUM$204.3M
Discretionary$190.8M
Non-Disc.$13.5M
Employees53
Clients0
DateAug 2023
Total AUM$204.3M
Discretionary$190.8M
Non-Disc.$13.5M
Employees53
Clients0
DateJul 2023
Total AUM$204.3M
Discretionary$190.8M
Non-Disc.$13.5M
Employees53
Clients0
DateJul 2023
Total AUM$204.3M
Discretionary$190.8M
Non-Disc.$13.5M
Employees53
Clients0
DateJun 2023
Total AUM$204.3M
Discretionary$190.8M
Non-Disc.$13.5M
Employees53
Clients0
DateJun 2023
Total AUM$204.3M
Discretionary$190.8M
Non-Disc.$13.5M
Employees53
Clients0
DateJun 2023
Total AUM$204.3M
Discretionary$190.8M
Non-Disc.$13.5M
Employees53
Clients0
DateJun 2023
Total AUM$204.3M
Discretionary$190.8M
Non-Disc.$13.5M
Employees53
Clients0
DateMay 2023
Total AUM$204.3M
Discretionary$190.8M
Non-Disc.$13.5M
Employees52
Clients0
DateMay 2023
Total AUM$204.3M
Discretionary$190.8M
Non-Disc.$13.5M
Employees52
Clients0
DateMar 2023
Total AUM$204.3M
Discretionary$190.8M
Non-Disc.$13.5M
Employees51
Clients0
DateFeb 2023
Total AUM$149.3M
Discretionary$134.8M
Non-Disc.$14.4M
Employees51
Clients0
DateJan 2023
Total AUM$149.3M
Discretionary$134.8M
Non-Disc.$14.4M
Employees51
Clients0
DateDec 2022
Total AUM$149.3M
Discretionary$134.8M
Non-Disc.$14.4M
Employees51
Clients0
DateDec 2022
Total AUM$149.3M
Discretionary$134.8M
Non-Disc.$14.4M
Employees42
Clients0
DateOct 2022
Total AUM$149.3M
Discretionary$134.8M
Non-Disc.$14.4M
Employees42
Clients0
DateOct 2022
Total AUM$149.3M
Discretionary$134.8M
Non-Disc.$14.4M
Employees42
Clients0
DateOct 2022
Total AUM$149.3M
Discretionary$134.8M
Non-Disc.$14.4M
Employees42
Clients0
DateOct 2022
Total AUM$149.3M
Discretionary$134.8M
Non-Disc.$14.4M
Employees42
Clients0
DateSep 2022
Total AUM$149.3M
Discretionary$134.8M
Non-Disc.$14.4M
Employees42
Clients0
DateAug 2022
Total AUM$149.3M
Discretionary$134.8M
Non-Disc.$14.4M
Employees42
Clients0
DateAug 2022
Total AUM$149.3M
Discretionary$134.8M
Non-Disc.$14.4M
Employees34
Clients0
DateAug 2022
Total AUM$149.3M
Discretionary$134.8M
Non-Disc.$14.4M
Employees32
Clients0
DateJul 2022
Total AUM$149.3M
Discretionary$134.8M
Non-Disc.$14.4M
Employees32
Clients0
DateJul 2022
Total AUM$149.3M
Discretionary$134.8M
Non-Disc.$14.4M
Employees32
Clients0
DateJul 2022
Total AUM$149.3M
Discretionary$134.8M
Non-Disc.$14.4M
Employees32
Clients0
DateJul 2022
Total AUM$149.3M
Discretionary$134.8M
Non-Disc.$14.4M
Employees32
Clients0
DateJun 2022
Total AUM$149.3M
Discretionary$134.8M
Non-Disc.$14.4M
Employees28
Clients0
DateJun 2022
Total AUM$149.3M
Discretionary$134.8M
Non-Disc.$14.4M
Employees28
Clients0
DateJun 2022
Total AUM$149.3M
Discretionary$134.8M
Non-Disc.$14.4M
Employees28
Clients0
DateJun 2022
Total AUM$149.3M
Discretionary$134.8M
Non-Disc.$14.4M
Employees28
Clients0
DateMay 2022
Total AUM$149.3M
Discretionary$134.8M
Non-Disc.$14.4M
Employees28
Clients0
DateMay 2022
Total AUM$149.3M
Discretionary$134.8M
Non-Disc.$14.4M
Employees28
Clients0
DateApr 2022
Total AUM$149.3M
Discretionary$134.8M
Non-Disc.$14.4M
Employees28
Clients0
DateApr 2022
Total AUM$149.3M
Discretionary$134.8M
Non-Disc.$14.4M
Employees28
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees20
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees20
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees20
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees16
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0