Redwood Wealth Management Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Medford, NJ. Its latest Form ADV filing, dated March 24, 2026, reports $317M in regulatory assets under management, 4 employees, and 1,158 accounts.
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.4% of total clients.
Top client categories% of clientsClients
1
Individuals
77.4%
328
2
HNWI
17.0%
72
3
Pension Plans
2.6%
11
4
Corporations
2.4%
10
5
Charitable
0.5%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$317Mas of March 24, 2026
Discretionary87.9%
$279M
88% of total RAUM87.9%
Non-discretionary12.1%
$38M
12% of total RAUM12.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$317M
Total Accounts1,158
10Y AUM Change$-5M (-1.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee106:1
10Y Employee Change-1 (-20.0%)
* 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.