Redwood Family Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Addison, TX. Its latest Form ADV filing, dated April 30, 2026, reports $259M in regulatory assets under management, 4 employees, 1 office, and 889 accounts.
Assets Under Management
$259M
Employees
4
Offices
1 office
Total Clients
235
Primary office
ADDISON, TX
15455 DALLAS PKWY, STE 1080, ADDISON, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.8% of total clients.
Top client categories% of clientsClients
1
Individuals
69.8%
164
2
HNWI
26.4%
62
3
Pension Plans
3.0%
7
4
Charitable
0.9%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$259Mas of April 30, 2026
Discretionary97.5%
$252M
97% of total RAUM97.5%
Non-discretionary2.5%
$7M
3% of total RAUM2.5%
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.
Total AUM$259M
Total Accounts889
10Y AUM Change+$259M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee59:1
10Y Employee Change0 (0.0%)
* 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.