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| Redwood Wealth Management Group LLC
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|---|---|
| CRD # | 281741 |
| SEC # | 801-106789 |
| CIK # | 0001963839 |
| AUM | 317.2 M (2026-03-24) |
| Employees | 4 (75% Investors, 50% Brokers) |
| Fees | |
| Minimum | |
| Phone | 856-500-2900 |
| Address | 400 Stokes Rd Medford, NJ 08055 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 5.4 | ||
| Alphabet Inc | 4.9 | ||
| Broadcom Inc | 4.9 | ||
| International Business Machines Corp | 4.6 | ||
| Microsoft Corp | 4.6 | ||
| Alphabet Inc | 4.1 | ||
| Apple Inc | 4.0 | ||
| Amazon Com Inc | 4.0 | ||
| Palantir Technologies Inc | 3.3 | ||
| Energy Transfer Equity LP | 3.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 328 | 75.9 |
| (b) Individuals (high net worth individuals) | 72 | 174.7 |
| (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 | 11 | 24.8 |
| (h) Charitable organizations | 2 | 37.5 |
| (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 | 10 | 3.6 |
| (n) Other | 1 | 0.7 |
| Total | 1,158 | 317.2 |
| By Discretionary | ||
| Discretionary | 926 | 278.7 |
| Non-Discretionary | 232 | 38.5 |
| Total | 1,158 | 317.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 316.7 | |
| Total | 1,158 | 317.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001963839] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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OH | 317.0 M |
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Duet Advisory Services LLC
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MI | 316.5 M |