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| Keyboard |
| Redwood Financial Planning LLC
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|---|---|
| CRD # | 291250 |
| SEC # | 801-127675 |
| CIK # | |
| AUM | 388.8 M (2026-04-01) |
| Employees | 4 (75% Investors, 25% Brokers) |
| Phone | 908-663-2125 |
| Address | 1812 Front Street Scotch Plains, NJ 07076 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 589 | 185.5 |
| (b) Individuals (high net worth individuals) | 32 | 201.5 |
| (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 | 13 | 1.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 1,454 | 388.8 |
| By Discretionary | ||
| Discretionary | 1,454 | 388.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,454 | 388.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 388.8 | |
| Total | 1,454 | 388.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 198 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hahn Capital Management LLC
✚
|
CA | 390.0 M |
|
Green Ridge Wealth Planning LLC
✚
|
NJ | 389.6 M |
|
Avisen Advisors LLC
✚
|
CA | 389.0 M |
|
Know Your Options LLC
✚
|
IL | 388.8 M |
|
Marin Financial Advisors LLC
✚
|
CA | 388.8 M |
|
James Reed Financial Services Inc
✚
|
OH | 388.6 M |
|
Kathleen S Wright Associates Inc
✚
|
PA | 388.1 M |
|
Joseph P Lucia & Associates LLC
✚
|
NY | 388.0 M |
|
Resolute Wealth Strategies LLC
✚
|
MS | 387.6 M |
|
Hassell Wealth Management LLC
✚
|
LA | 387.4 M |