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
Martin Shapiro (CRD# 1386124) is an Investment Advisor Representative working at Redwood Private Wealth in Phoenix, AZ and has over 31 years of experience in the finance industry. Martin Shapiro 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.
Thomas Sims (CRD# 1655819) is an Investment Advisor Representative working at Redwood Private Wealth in Phoenix, AZ and has over 28 years of experience in the finance industry.
Thomas Space (CRD# 2382115) is an Investment Advisor Representative working at Redwood Private Wealth in Gilford, NH and has over 29 years of experience in the finance industry. Thomas Space 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.
Frank Stama (CRD# 4956271) is an Investment Advisor Representative working at Redwood Private Wealth in Phoenix, AZ and has over 16 years of experience in the finance industry.
Thomas Stoltman (CRD# 803994) is an Investment Advisor Representative working at Redwood Private Wealth in Phoenix, AZ and has over 42 years of experience in the finance industry.
Peter Thaldorf (CRD# 6624095) is an Investment Advisor Representative working at Redwood Private Wealth in Bloomington, MN and has over 7 years of experience in the finance industry.
Charles Trakas (CRD# 3024642) is an Investment Advisor Representative working at Redwood Private Wealth in Middletown, DE and has over 24 years of experience in the finance industry.
Murray Woloshin (CRD# 1188186) is an Investment Advisor Representative working at Redwood Private Wealth in Freehold, NJ and has over 26 years of experience in the finance industry.
Christopher Hammond (CRD# 7426650) is an Investment Advisor Representative working at Redwood Private Wealth in Waunakee, WI and has 1 year of experience in the finance industry.
Carey Hanna (CRD# 733620) is an Investment Advisor Representative working at Redwood Private Wealth in Phoenix, AZ and has over 36 years of experience in the finance industry.