$170.3M Total AUM
$157.0M Disc. AUM
-- 3Y CAGR
3 Employees
122 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-29-2020
- Office Locations
- 1
Office Locations
3 Twin Dolphin Drive Suite 210 Redwood City CA
About Redwood Park Advisors
Redwood Park Advisors is a Redwood City-based RIA. The firm has been operating for 6 years. Managing $170.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
43 AVG AGE
$85.2M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
6.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
BENJAMIN THOMAS PETTIGREW
Chief Compliance Officer, Co-founder, Managing Partner
- CRD
- #4798476
- Ownership
- 50% but less than 75%
Available
Available
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DAVID MICHAEL SMITH
Co-founder, Financial Advisor
- CRD
- #4892506
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $156,954,599 | $541,223 |
| Non-Discretionary | $13,380,763 | $1,486,751 |
| Total | $170,335,362 | $569,683 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Private Funds:
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Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | 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 |
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