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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-13-2025
- Office Locations
- 1
Office Locations
About Redwood Family Wealth LLC
Redwood Family Wealth is an Addison, TX advisory practice providing comprehensive wealth management and financial planning for families and individuals, business owners, women investors, and pre‑retirees/retirees. The team builds customized, diversified portfolios using equities, fixed income, ETFs and mutual funds, plus solutions such as managed accounts/SMAs, alternatives, options and sustainable investing. They coordinate with clients’ attorneys and accountants and offer Raymond James Client Access.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Eric F Eisenhard
Chief Compliance Officer
- CRD
- #6691352
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Philip Jeffrey Brooks
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- CRD
- #835586
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $252,029,343 | $316,620 |
| Non-Discretionary | $6,514,196 | $70,045 |
| Total | $258,543,539 | $290,825 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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