$87.4M Total AUM
$87.4M Disc. AUM
-- 3Y CAGR
3 Employees
119 ADV. Clients
4 yrs Firm Age
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- Custodian
- Betterment ยท Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-16-2021
- Office Locations
- 2
Office Locations
-- SAN Jose CA
-- Sunnyvale CA
About Redwood Money
Redwood Money is a San Jose, CA RIA providing comprehensive financial planning and ongoing investment management to help clients align their money with their values and legacy goals. Led by founder Jeff Clark, the firm serves retail investors and builds portfolios largely with public funds and ETFs, with custody through platforms such as Schwab and Betterment.
Team overview
-- AVG AGE
$29.1M AVG AUM / ADVISOR
$734.5K AVG AUM / CLIENT
2 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Services
Available
Technology
Available
Owner & Executives
Jeffrey Morgan Clark
Chief Compliance Officer, Owner
- CRD
- #6778401
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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C
Chengkuo JeanPaul Chen
--
- CRD
- #8056234
Available
Available
Available
NATHANIEL JOSIAH SARKAR
--
- CRD
- #6525698
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,407,099 | -- |
| Non-Discretionary | $0 | -- |
| Total | $87,407,099 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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