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| Redwood Wealth Management Group LLC
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| |
|---|---|
| CRD # | 281741 |
| SEC # | 801-106789 |
| CIK # | 0001963839 |
| AUM | $262.1 MM (2024-08-21) |
| Employees | 5 (80% Investors, 40% Brokers) |
| Phone | 856-500-2900 |
| Address | 400 Stokes Rd Medford, NJ 08055 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 4.9 | |
| AAPL | 2,382,844.0 | 3.9 | |
| IBM | 127,593.9 | 3.5 | |
| NVDA | 399,550.0 | 3.2 | |
| GOOGL | 1,475,138.5 | 3.1 | |
| GOOG | 1,482,566.4 | 2.9 | |
| XOM | 385,508.3 | 2.8 | |
| AVGO | 201,282.9 | 2.7 | |
| KMI | 39,000.5 | 2.1 | |
| ET | 31,904.4 | 2.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 295 | 52.8 |
| (b) Individuals (high net worth individuals) | 86 | 150.9 |
| (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 | 18 | 24.3 |
| (h) Charitable organizations | 2 | 30.4 |
| (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 | 7 | 3.5 |
| (n) Other | 2 | 0.2 |
| Total | 1,168 | 262.1 |
| By Discretionary | ||
| Discretionary | 928 | 224.5 |
| Non-Discretionary | 240 | 37.6 |
| Total | 1,168 | 262.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 261.4 | |
| Total | 1,168 | 262.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001963839] |
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|---|---|---|
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