REDWOOD WEALTH MANAGEMENT GROUP, LLC
Latest filing: Apr 29, 2025 (58 days ago)
AUM
$282,524,408
8% change vs. 1 year ago
4% change vs. 3 years ago
20% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
4
-20% change vs. 1 year ago
-20% change vs. 3 years ago
-43% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
MEDFORD, NJ
400 STOKES RD, MEDFORD, NJ, UNITED STATES, 8055
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.2 |
| Non-Discretionary | $0.0 |
| Total | $0.3 |
| Client | AUM |
|---|---|
| Retail | $0.2 |
| Pooled | $0.0 |
| Institutional | $0.1 |
| Total | $0.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 328 | $0.1 |
| Average Individual AUM | $203,834 | |
| HNW | 78 | $0.2 |
| Average HNW AUM | $1,991,780 | |
| Retail Total | 406 | $0.2 |
| Average Retail AUM | $547,331 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.2 |
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 | $0.2 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 58% | $0.2 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 21% | $0.1 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 21% | $0.1 |
| 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
Control Persons
Representatives
3 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| MICHAEL YOUNG | MOORESTOWN | NJ | S66|2019-06-26 | ||||||
| WILLIAM MERRIKEN | MOORESTOWN | NJ | S63|1999-05-04|S65|2012-11-19 | CHARTERED FINANCIAL CONSULTANT | |||||
| SAMUEL BRIDGERS | MOORESTOWN | NJ | S63|1984-05-11|S66|2006-09-26 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.3 | $0.0 | 0% | 4 | 0 | 0% |
| 2025-04-21 | $0.3 | $0.0 | 0% | 4 | 0 | 0% |
| 2024-04-02 | $0.3 | $0.0 | 8% | 5 | -1 | -20% |
| 2023-04-04 | $0.2 | $0.1 | 25% | 5 | -1 | -20% |
| 2022-04-01 | $0.3 | $0.0 | 4% | 5 | -1 | -20% |
| 2021-04-05 | $0.2 | $0.1 | 33% | 4 | 0 | 0% |
| 2020-04-01 | $0.2 | $0.0 | 20% | 7 | -3 | -43% |
| 2019-04-01 | $0.2 | $0.1 | 27% | 7 | -3 | -43% |
| 2018-04-02 | $0.4 | -$0.1 | -26% | 5 | -1 | -20% |
| 2017-04-01 | $0.3 | $0.0 | -12% | 5 | -1 | -20% |
| 2016-04-01 | $0.1 | $0.2 | 167% | 2 | 2 | 100% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NJ, CA-10/15/2015, FL-10/15/2015, NC-10/15/2015, NJ-11/24/2015, PA-10/15/2015, TN-03/11/2025, VA-02/08/2022 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
|
REP BROKER DEALER INSURANCE AGENT |
ADVDB.CO • SOURCE: SEC FORM ADV