Redwood Private Wealth

Redwood Private Wealth (CRD# 312942) is a financial advisory firm headquartered in Phoenix, AZ. They manage $149,252,320 in 982 accounts and serve the financial needs of clients across 34 states (or territories).

By the Numbers
  • Total Assets Under Management
    149
    MILLION
  • Total Number of Accounts
    982
    ACCOUNTS
  • Average Account Value
    $151,988
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, NC, NE, NH, NJ, NM, NV, NY, PA, SC, TN, TX, UT, VA, WI

Financial Advisors at Redwood Private Wealth
Showing 1 - 10 of 32 top financial advisors.
1
Timothy J. Beeman
CRD#: 1424985
3930 E. Ray Road, Suite 155, Phoenix, AZ 85044

Timothy Beeman (CRD# 1424985) is an Investment Advisor Representative working at Redwood Private Wealth in Phoenix, AZ and has over 18 years of experience in the finance industry.

2
Larry R. Blades
CRD#: 4593659
Rio Rancho, NM

Larry Blades (CRD# 4593659) is an Investment Advisor Representative working at Redwood Private Wealth in Rio Rancho, NM and has over 19 years of experience in the finance industry.

3
Joanne F. Brown
CRD#: 5693827
3930 E. Ray Road, Suite 155, Phoenix, AZ 85044

Joanne Brown (CRD# 5693827) is an Investment Advisor Representative working at Redwood Private Wealth in Phoenix, AZ and has over 13 years of experience in the finance industry.

4
William D. Brown
CRD#: 1144559
140 Bridges Road, Suite D, Mauldin, SC 29662

William Brown (CRD# 1144559) is an Investment Advisor Representative working at Redwood Private Wealth in Mauldin, SC and has over 26 years of experience in the finance industry.

5
Jeremy D. Bryant
CRD#: 4697525
China Grove, NC

Jeremy Bryant (CRD# 4697525) is an Investment Advisor Representative working at Redwood Private Wealth in China Grove, NC and has over 19 years of experience in the finance industry.

6
William D. Burke
CRD#: 35884
3930 E. Ray Road, Suite 155, Phoenix, AZ 85044

William Burke (CRD# 35884) is an Investment Advisor Representative working at Redwood Private Wealth in Phoenix, AZ and has over 38 years of experience in the finance industry. William Burke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Corby S. Crawford
CRD#: 2694262
Fair Oaks Ranch, TX

Corby Crawford (CRD# 2694262) is an Investment Advisor Representative working at Redwood Private Wealth in Fair Oaks Ranch, TX and has over 14 years of experience in the finance industry.

8
Robin L. Depies
CRD#: 6420014
Colorado Springs, CO

Robin Depies (CRD# 6420014) is an Investment Advisor Representative working at Redwood Private Wealth in Colorado Springs, CO and has over 7 years of experience in the finance industry.

9
Robert T. Evans
CRD#: 2724463
3930 E. Ray Road, Suite 155, Phoenix, AZ 85044

Robert Evans (CRD# 2724463) is an Investment Advisor Representative working at Redwood Private Wealth in Phoenix, AZ and has over 26 years of experience in the finance industry. Robert Evans has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Michael S. Fedyshyn
CRD#: 6803187
3930 E. Ray Road, Suite 155, Phoenix, AZ 85044

Michael Fedyshyn (CRD# 6803187) is an Investment Advisor Representative working at Redwood Private Wealth in Phoenix, AZ and has 1 year of experience in the finance industry. Michael Fedyshyn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

1 2 3 4 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.