$837.0M Total AUM
$837.0M Disc. AUM
-- 3Y CAGR
3 Employees
243 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company · LPL Financial · Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-19-2014
- Office Locations
- 2
Office Locations
100 Wilshire Blvd Suite 260 Santa Monica CA
-- West Bloomfield MI
About Redwood Wealth Management, LLC
Redwood Wealth Management is an employee-owned boutique RIA serving professional athletes, high-net-worth individuals and families. The team provides comprehensive wealth management—planning, portfolio management, estate/insurance coordination and legacy-focused advice—with a single point of contact. Portfolios are ETF-centric, and custody relationships include Charles Schwab.
Team overview
-- AVG AGE
$279.0M AVG AUM / ADVISOR
$3.4M AVG AUM / CLIENT
7.1 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
11yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
B
BENJAMIN ASHER LINCOLN
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #4701280
- Ownership
- Less than 5%
Available
Available
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A
Ayodeji Egbeyemi
Vice President
- CRD
- #7186061
Available
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Jared Loren Kohlenberg
--
- CRD
- #6340428
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $836,976,086 | $1,232,660 |
| Non-Discretionary | $0 | -- |
| Total | $836,976,086 | $1,232,660 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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