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).

Current Firm Details
3930 E. Ray Road, Suite 155, Phoenix, AZ 85044
https://redwoodprivatewealth.com/
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.

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 31 - 35 of 35 top financial advisors.
31
Ryan Herche, financial advisor Phoenix AZ
Ryan W. Herche
CRD#: 7662341
3930 E. Ray Road, Suite 155, Phoenix, AZ 85044

Ryan Herche (CRD# 7662341) is an Investment Advisor Representative working at Redwood Private Wealth in Phoenix, AZ and has 1 year of experience in the finance industry.

32
Jason McGarrh, financial advisor Phoenix AZ
Jason E. McGarrh
CRD#: 7410916
3930 E. Ray Road, Suite 155, Phoenix, AZ 85044

Jason McGarrh (CRD# 7410916) is an Investment Advisor Representative working at Redwood Private Wealth in Phoenix, AZ and has 1 year of experience in the finance industry.

33
Bryan Nicolaysen, financial advisor Phoenix AZ
Bryan Nicolaysen
CRD#: 6587726
3930 E. Ray Road, Suite 155, Phoenix, AZ 85044

Bryan Nicolaysen (CRD# 6587726) is an Investment Advisor Representative working at Redwood Private Wealth in Phoenix, AZ and has over 7 years of experience in the finance industry.

34
Stacey Parnum, financial advisor Tujunga CA
Stacey Parnum
CRD#: 2941087
Tujunga, CA

Stacey Parnum (CRD# 2941087) is an Investment Advisor Representative working at Redwood Private Wealth in Tujunga, CA and has over 25 years of experience in the finance industry.

35
Jacob Scheer, financial advisor Morristown NJ
Jacob S. Scheer
CRD#: 7314787
55 Madison Avenue, Suite 400, Morristown, NJ 07960

Jacob Scheer (CRD# 7314787) is an Investment Advisor Representative working at Redwood Private Wealth in Morristown, NJ and has over 3 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

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Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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