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 33 states (or territories).
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Total Assets Under Management149MILLION
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Total Number of Accounts982ACCOUNTS
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Average Account Value$151,988
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
Robert Evans (CRD# 2724463) is an Investment Advisor Representative working at Redwood Private Wealth in Phoenix, AZ and has over 27 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.
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.
Jesse Galindo (CRD# 2168391) is an Investment Advisor Representative working at Redwood Private Wealth in San Antonio, TX and has over 31 years of experience in the finance industry.
Jonathan Holljes (CRD# 1106311) is an Investment Advisor Representative working at Redwood Private Wealth in Phoenix, AZ and has over 39 years of experience in the finance industry.
John Matthews (CRD# 5495147) is an Investment Advisor Representative working at Redwood Private Wealth in Phoenix, AZ and has over 12 years of experience in the finance industry.
Scott Mounger (CRD# 1095898) is an Investment Advisor Representative working at Redwood Private Wealth in Phoenix, AZ and has over 36 years of experience in the finance industry.
Bryan Myers (CRD# 2527480) is an Investment Advisor Representative working at Redwood Private Wealth in Westminster, MD and has over 28 years of experience in the finance industry.
Charles Nash (CRD# 1306980) is an Investment Advisor Representative working at Redwood Private Wealth in Phoenix, AZ and has over 38 years of experience in the finance industry. Charles Nash 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.
Curtis Neuman (CRD# 2397204) is an Investment Advisor Representative working at Redwood Private Wealth in Ocala, FL and has over 29 years of experience in the finance industry.
Joann North (CRD# 2608347) is an Investment Advisor Representative working at Redwood Private Wealth in Katy, TX and has over 27 years of experience in the finance industry. Joann North 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.