Redwood Private Wealth
Redwood Private Wealth (CRD# 312942) is a financial advisory firm headquartered in Phoenix, AZ. They manage $204,343,703 in 1,788 accounts and serve the financial needs of clients across 40 states (or territories).
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Total Assets Under Management204MILLION
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Total Number of Accounts1,788ACCOUNTS
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Average Account Value$114,286
- 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
Joseph Ward (CRD# 3066458) is an Investment Advisor Representative working at Redwood Private Wealth in Saint Petersburg, FL and has over 12 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 27 years of experience in the finance industry.
Seth Friedman (CRD# 1581542) is an Investment Advisor Representative working at Redwood Private Wealth in Phoenix, AZ and has over 36 years of experience in the finance industry.
William Goldman (CRD# 7807257) is an Investment Advisor Representative working at Redwood Private Wealth in Henderson, NV and has 1 year of experience in the finance industry.
Christopher Hammond (CRD# 7426650) is an Investment Advisor Representative working at Redwood Private Wealth in Phoenix, AZ and has over 2 years of experience in the finance industry.
Carey Hanna (CRD# 733620) is an Investment Advisor Representative working at Redwood Private Wealth in Aiken, SC and has over 37 years of experience in the finance industry.
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.
Barry Metrokas-Kamison (CRD# 2239741) is an Investment Advisor Representative working at Redwood Private Wealth in Dresher, PA and has over 31 years of experience in the finance industry.
Bryan Nicolaysen (CRD# 6587726) is an Investment Advisor Representative working at Redwood Private Wealth in Highland, NY and has over 8 years of experience in the finance industry.
Stacey Parnum (CRD# 2941087) is an Investment Advisor Representative working at Redwood Private Wealth in Phoenix, AZ and has over 26 years of experience in the finance industry.