REDWOOD PRIVATE WEALTH

Latest filing: Mar 31, 2024 (453 days ago)

View on IAPD

Adviser Website

AUM

$267,560,801

0% change vs. 1 year ago

79% change vs. 3 years ago

0% change vs. 5 years ago

0% change vs. 10 years ago

Employee Count

0% change vs. 1 year ago

118% change vs. 3 years ago

0% change vs. 5 years ago

0% change vs. 10 years ago

Main Office

PHOENIX, AZ

3930 E. RAY ROAD, PHOENIX, AZ, UNITED STATES, 85044

Client AUM

Discretion	AUM
Discretionary	$0.3
Non-Discretionary	$0.0
Total	$0.3

Client	AUM
Retail	$0.3
Pooled	$0.0
Institutional	$0.0
Total	$0.3

Retail	Accounts	AUM
Individual	869	$0.2
Average Individual AUM		$191,144
HNW	69	$0.1
Average HNW AUM		$1,398,405
Retail Total	938	$0.3
Average Retail AUM		$279,951

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian	Location	AUM
CHARLES SCHWAB & CO., INC.	WEST LAKE-TX-USA	$0.3

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown	AUM
Total SMA AUM	$0.3
Retail SMA AUM	$0.3
Institutional SMA AUM	$0.0

Asset Class	%	AUM
Equity Exch	25%	$0.1
Equity Non-Exch	0%	$0.0
Govt Agency	2%	$0.0
Municipal	1%	$0.0
Sovereign	0%	$0.0
IG Credit	1%	$0.0
HY Credit	0%	$0.0
Derivatives	0%	$0.0
Investment Companies	57%	$0.2
Other Pools	0%	$0.0
Cash	14%	$0.0
Other	0%	$0.0
Total	100%	$0.3

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates	AUM	Business Types	CRD Number
BROOKWOOD INVESTMENT GROUP LLC	$1.1		316544
FEDYSHYN CPA GROUP PLLC	$0.0	accountancy	-
REDWOOD TAX SPECIALISTS LLC	$0.0		-
FEDYSHYN FINANCIAL GROUP INC	$0.0		-
BROOKWOOD INSURANCE GROUP LLC	$0.0		-
PACIFIC ATLANTIC CONSULTING L.L.C.	$0.0		-

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

7 active

Name	Title
FEDYSHYN, MICHAEL, SCOTT IAPD Broker	CHIEF FINANCIAL OFFICER, MEMBER
RAIMONDO, KIMBERLEY, ANN IAPD Broker	CHIEF COMPLIANCE OFFICER, MEMBER
HALL, WILLIAM, CLIFFORD IAPD Broker	MEMBER, PRESIDENT

ADVDB.CO • SOURCE: SEC

Representatives

54 active representatives found, showing 20 random

Name	City	State	Exams	Designations
ROBERT EVANS	PHOENIX	AZ	S63\|1996-03-26\|S65\|1999-05-04	CERTIFIED FINANCIAL PLANNER
JEREMY BRYANT	PHOENIX	AZ	S63\|2003-09-30\|S66\|2011-01-22
LARRY BLADES	PHOENIX	AZ	S63\|2003-02-10\|S65\|2017-01-18
NELSON SECRETARIO	PHOENIX	AZ	S63\|2003-06-14	CHARTERED FINANCIAL CONSULTANT
JOANN NORTH	PHOENIX	AZ	S63\|1995-06-29	CERTIFIED FINANCIAL PLANNER
ARTHUR PAPALE	PHOENIX	AZ	S63\|1987-12-11\|S65\|2002-06-11
PAUL LEFEVRE	PHOENIX	AZ	S63\|2010-02-12\|S66\|2012-01-27\|S65\|2023-06-23
JAMES CROW	PHOENIX	AZ	S63\|1993-01-11\|S65\|2006-10-23
JESSE GALINDO	PHOENIX	AZ	S63\|1991-10-30\|S65\|2006-07-27	CHARTERED FINANCIAL CONSULTANT
PETER COLICCHIA	PHOENIX	AZ	S65\|2007-10-31
BRYAN NICOLAYSEN	PHOENIX	AZ	S63\|2016-01-08\|S65\|2021-02-03
JACOB SCHEER	PHOENIX	AZ	S65\|2020-02-20
THOMAS STOLTMAN	PHOENIX	AZ	S63\|1980-10-24\|S65\|2015-09-02
WILLIAM GOLDMAN	PHOENIX	AZ	S65\|2023-07-17
MARTIN SHAPIRO	PHOENIX	AZ	S63\|1991-09-12	CERTIFIED FINANCIAL PLANNER\|CHARTERED FINANCIAL CONSULTANT
JOSEPH WARD	PHOENIX	AZ	S66\|2011-04-19	CERTIFIED FINANCIAL PLANNER
DAVID SWANSON	PHOENIX	AZ	S63\|2016-03-25\|S65\|2016-02-09
CHARLES NASH	PHOENIX	AZ	S63\|1984-10-22	CERTIFIED FINANCIAL PLANNER\|CHARTERED FINANCIAL CONSULTANT
CHARLES TRAKAS	PHOENIX	AZ	S63\|1998-04-08\|S65\|2006-04-24
VAN JOHNSON	PHOENIX	AZ	S63\|1991-12-13\|S65\|1995-12-27\|S66\|2002-07-11

ADVDB.CO • SOURCE: SEC

History

Date	AUM	AUM ∆	AUM % ∆	Empl	Empl ∆	Empl % ∆

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS

AZ, AR-08/03/2021, AZ-04/05/2021, CA-02/07/2022, CO-06/01/2022, CT-05/19/2022, DE-07/01/2021, FL-08/02/2021, GA-08/02/2021, HI-09/12/2022, IA-07/08/2021, ID-03/17/2023, IL-08/13/2021, IN-08/02/2021, KS-05/16/2022, LA-08/02/2021, MA-08/02/2021, MD-06/28/2021, ME-08/02/2021, MI-04/26/2022, MN-09/15/2021, MO-03/17/2023, MS-03/17/2023, NC-04/05/2021, NE-08/02/2021, NH-06/28/2021, NJ-07/15/2021, NM-12/10/2021, NV-08/02/2021, NY-06/24/2022, OH-03/17/2023, OR-07/05/2023, PA-04/26/2022, RI-06/26/2023, SC-06/28/2021, TN-06/28/2021, TX-07/06/2021, UT-08/02/2021, VA-04/26/2022, WA-03/17/2023, WI-08/13/2021

ADVISER ACTIVITIES

FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PENSION CONSULTING
MANAGER SELECTION
EDUCATIONAL WORKSHOPS

OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV