Redwood Investment Management, LLC. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated March 31, 2026, reports $2.5B in regulatory assets under management, 39 employees, and 524 accounts.
Assets Under Management
$2.5B
Employees
39
Offices
--
Total Clients
152
Primary office
SCOTTSDALE, AZ
4110 N. SCOTTSDALE RD., STE. 125, SCOTTSDALE, AZ, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.3% of total clients.
Top client categories% of clientsClients
1
Individuals
53.3%
81
2
HNWI
40.1%
61
3
Investment Cos.
5.3%
8
4
Other Advisers
1.3%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.5Bas of March 31, 2026
Discretionary100.0%
$2.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.5B
Total Accounts524
10Y AUM Change+$1.9B (+368.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees39
Clients per Employee4:1
10Y Employee Change+30 (+333.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.