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| Happy Holidays!! thanks for using AUM13F!! |
| Redwood Wealth Management Group LLC
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| CRD # | 281741 |
| SEC # | 801-106789 |
| CIK # | 0001963839 |
| AUM | $282.5 M (2025-04-29) |
| Employees | 4 (75% Investors, 50% Brokers) |
| Phone | 856-500-2900 |
| Address | 400 Stokes Rd Medford, NJ 08055 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 6.1 | ||
| International Business Machines Corp | 5.6 | ||
| Nvidia Corp | 5.0 | ||
| Broadcom Inc | 4.5 | ||
| Amazon Com Inc | 3.8 | ||
| Apple Inc | 3.4 | ||
| Energy Transfer Equity LP | 3.2 | ||
| Alphabet Inc | 3.1 | ||
| Palantir Technologies Inc | 3.0 | ||
| Kinder Morgan Inc | 2.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 328 | 66.9 |
| (b) Individuals (high net worth individuals) | 78 | 155.4 |
| (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 | 23.6 |
| (h) Charitable organizations | 2 | 32.7 |
| (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 | 3.7 |
| (n) Other | 1 | 0.2 |
| Total | 1,174 | 282.5 |
| By Discretionary | ||
| Discretionary | 942 | 246.2 |
| Non-Discretionary | 232 | 36.3 |
| Total | 1,174 | 282.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 281.9 | |
| Total | 1,174 | 282.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001963839] |
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