Redwood Private Wealth
Redwood Private Wealth (CRD# 312942) is a financial advisory firm headquartered in Phoenix, AZ. They manage $267,560,801 in 1,788 accounts and serve the financial needs of clients across 40 states (or territories).
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Total Assets Under Management268MILLION
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Total Number of Accounts1,788ACCOUNTS
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Average Account Value$149,643
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
Charles Nash (CRD# 1306980) is an Investment Advisor Representative working at Redwood Private Wealth in Phoenix, AZ and has over 39 years of experience in the finance industry.
Curtis Neuman (CRD# 2397204) is an Investment Advisor Representative working at Redwood Private Wealth in Ocala, FL and has over 30 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 28 years of experience in the finance industry.
Martin Shapiro (CRD# 1386124) is an Investment Advisor Representative working at Redwood Private Wealth in Phoenix, AZ and has over 32 years of experience in the finance industry.
Thomas Sims (CRD# 1655819) is an Investment Advisor Representative working at Redwood Private Wealth in Phoenix, AZ and has over 29 years of experience in the finance industry.
Thomas Space (CRD# 2382115) is an Investment Advisor Representative working at Redwood Private Wealth in Phoenix, AZ and has over 30 years of experience in the finance industry.
Frank Stama (CRD# 4956271) is an Investment Advisor Representative working at Redwood Private Wealth in Phoenix, AZ and has over 17 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 43 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 8 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 26 years of experience in the finance industry.