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| Keyboard |
| Redwood Family Wealth LLC
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|---|---|
| CRD # | 334013 |
| SEC # | 801-131810 |
| CIK # | 0002116118 |
| AUM | 258.5 M (2026-04-30) |
| Employees | 4 (75% Investors, 50% Brokers) |
| Phone | 469-965-4001 |
| Address | 15455 Dallas Pkwy Addison, TX 75001 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 7.2 | |
| Texas Pacific Land Corp | 6.7 | |
| New Providence Acquisition Corp | 6.5 | |
| Microsoft Corp | 2.3 | |
| Nvidia Corp | 2.0 | |
| Walt Disney Co | 1.8 | |
| Lilly Eli & Co | 1.0 | |
| Amazon Com Inc | 0.9 | |
| Broadcom Inc | 0.8 | |
| SPDR Gold Trust | 0.6 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 164 | 49.8 |
| (b) Individuals (high net worth individuals) | 62 | 204.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 3.9 |
| (h) Charitable organizations | 2 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 889 | 258.5 |
| By Discretionary | ||
| Discretionary | 796 | 252.0 |
| Non-Discretionary | 93 | 6.5 |
| Total | 889 | 258.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.6 | |
| United States Persons | 252.9 | |
| Total | 889 | 258.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002116118] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 4 |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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CO | 260.0 M |
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Braeburn Wealth Management LLC
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|
an Exceptional Life Financial LLC
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IN | 258.9 M |
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GA | 258.7 M |
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McDonough Capital Management Inc
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FL | 258.2 M |
|
Koenig Investment Advisory LLC
✚
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OR | 258.2 M |
|
Schaeffer Financial LLC
✚
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MD | 257.7 M |