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- Custodian
- Charles Schwab & Company ยท Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-24-2009
- Office Locations
- 1
Office Locations
About Redwood Grove Wealth Management
Redwood Grove Wealth Management is a boutique, fee-only financial life planning firm serving busy families and independent women with comprehensive one-time or ongoing financial planning, plus portfolio management. The firm emphasizes evidence-based investing and aligns portfolios with client goals, including sustainable/impact and socially responsible preferences. Notable differentiators include active local pro bono work and environmental commitments (B Corp/1% for the Planet).
Team overview
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Custodian
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Investment Vehicles
Platform
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Technology
Owner & Executives
TANYA KOREEN STEINHOFER
Chief Compliance Officer, Chief Executive Officer, Owner, Principal
- CRD
- #4012338
- Ownership
- 75% or more
DANIEL CURTIS TRIPP
Advisor, FINANCIAL PLANNER
- CRD
- #7129128
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $151,319,342 | $571,016 |
| Non-Discretionary | $0 | -- |
| Total | $151,319,342 | $571,016 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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