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).

By the Numbers
  • Total Assets Under Management
    204
    MILLION
  • Total Number of Accounts
    1,788
    ACCOUNTS
  • Average Account Value
    $114,286
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Redwood Private Wealth
Showing 31 - 40 of 41 top financial advisors.
31
Joseph E. Ward
CRD#: 3066458
Saint Petersburg, FL

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.

32
Murray I. Woloshin
CRD#: 1188186
80 West Main Street, Suite 2, Freehold, NJ 07728

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.

33
Seth E. Friedman
CRD#: 1581542
3930 E. Ray Road, Suite 155, Phoenix, AZ 85044

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.

34
William Z. Goldman
CRD#: 7807257
Henderson, NV

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.

35
Christopher L. Hammond
CRD#: 7426650
3930 E. Ray Road, Suite 155, Phoenix, AZ 85044

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.

36
Carey M. Hanna
CRD#: 733620
Aiken, SC

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.

37
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.

38
Barry L. Metrokas-Kamison
CRD#: 2239741
Dresher, PA

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.

39
Bryan Nicolaysen
CRD#: 6587726
158 Vineyard Avenue, Highland, NY 12528

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.

40
Stacey Parnum
CRD#: 2941087
3930 E. Ray Road, Suite 155, Phoenix, AZ 85044

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.

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