$317.2M Total AUM
$278.7M Disc. AUM
12.4% 3Y CAGR
4 Employees
424 ADV. Clients
10 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-2015
- Office Locations
- 1
Office Locations
400 Stokes RD Medford NJ
About Redwood Wealth Management Group, LLC
Redwood Wealth Management Group is an independent, fee-based fiduciary RIA in Medford, NJ, providing personalized financial planning and wealth management for individuals, families, and business owners across New Jersey and the U.S. Services include retirement and investment planning, business/employee benefits planning, and estate/legacy coordination. Portfolios skew toward ETFs and municipal bonds; custodies with Charles Schwab.
Team overview
-- AVG AGE
$105.7M AVG AUM / ADVISOR
$748.1K AVG AUM / CLIENT
10.8 yrs AVG TENURE
4 Employees
3 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
S
SAMUEL CLAY BRIDGERS III
Chief Compliance Officer, Managing Member
- CRD
- #1243406
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $278,747,521 | $301,023 |
| Non-Discretionary | $38,453,230 | $165,747 |
| Total | $317,200,751 | $273,921 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | 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 |
Continue browsing