Redwood Wealth Management Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 251–500 clients last fiscal year.
Redwood Wealth Management Group reports 424 clients. They include 328 individual clients, 72 high-net-worth individuals, and 11 pension and profit-sharing plans. Of its assets, 87.9% ($279M across 926 accounts) are managed with discretion; $38.5M across 232 accounts are not. A wrap fee program the firm both sponsors and manages holds $38.1M. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 77% | 24% |
| High-net-worth individuals | 17% | 55% |
| Pension and profit-sharing plans | 3% | 8% |
| Charitable organizations | <1% | 12% |
| Corporations and other businesses | 2% | 1% |
| Other client typesOther | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 328 | $75.9M | 23.9% | $232K |
| High-net-worth individuals | 72 | $175M | 55.1% | $2.43M |
| Pension and profit-sharing plans | 11 | $24.8M | 7.8% | $2.25M |
| Charitable organizations | Fewer than 5 | $37.5M | 11.8% | $18.7M |
| Corporations and other businesses | 10 | $3.64M | 1.1% | $364K |
| Other | Fewer than 5 | $653K | 0.2% | $653K |
| Total | 424 | $317M | 100% | — |
- Clients
- 328
- Regulatory AUM
- $75.9M
- AUM share
- 23.9%
- Avg. per client
- $232K
- Clients
- 72
- Regulatory AUM
- $175M
- AUM share
- 55.1%
- Avg. per client
- $2.43M
- Clients
- 11
- Regulatory AUM
- $24.8M
- AUM share
- 7.8%
- Avg. per client
- $2.25M
- Clients
- Fewer than 5
- Regulatory AUM
- $37.5M
- AUM share
- 11.8%
- Avg. per client
- $18.7M
- Clients
- 10
- Regulatory AUM
- $3.64M
- AUM share
- 1.1%
- Avg. per client
- $364K
- Clients
- Fewer than 5
- Regulatory AUM
- $653K
- AUM share
- 0.2%
- Avg. per client
- $653K
Total
- Clients
- 424
- Regulatory AUM
- $317M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Redwood Wealth Management Group charges up to 1.50% a year for its Asset Management. The fee is negotiable and requires an account of at least $250,000. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is a fixed fee of $2,000 to $10,000, a guide only; fees are negotiable and depend on the complexity of the plan.
- Will-Based Estate Plan and Estate Distribution
- Will-based estate plans carry a fixed fee that varies for an individual or a couple; estate distribution work is fixed or hourly.
Samuel Bridgers owns 75% or more of Redwood Wealth Management Group. The leadership team of Redwood Wealth Management Group includes Chief Compliance Officer Samuel Bridgers. It has 4 employees, 3 of them in advisory roles.
Leadership
Samuel BridgersManaging Member and Chief Compliance Officer
Staff
- 4 employees
- 3 in advisory functions
- 2 state-registered reps
- 2 broker-dealer reps
- 2 insurance agents
- Owns 75% or more of Redwood Wealth Management Group, LLC
Samuel Bridgers
Control person · since October 2015
Redwood Wealth Management Group’s regulatory assets grew from $212M (March 2021) to $317M (March 2026); clients fell from 462 to 424 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $317M | 424 | 4 | 1 |
| April 2025 | $283M | 430 | 4 | 1 |
| March 2024 | $262M | 410 | 5 | 1 |
| April 2023 | $226M | 402 | 5 | 1 |
| March 2022 | $272M | 380 | 5 | 1 |
| March 2021 | $212M | 462 | 4 | 1 |
Besides its headquarters, Redwood Wealth Management Group has 0 offices, with 1 listed address in New Jersey.
New Jersey · 1 listed address
- 400 Stokes RD, MedfordHQ
Contact and registration details
- Legal name
- Redwood Wealth Management Group, LLC
- Headquarters
- 400 Stokes RD, Medford, NJ 08055
- Website
- redwoodwmg.com
- Phone
- 856-500-2900
- @redwoodwmg
- SEC file
- 801-106789
- Structure
- New Jersey LLC
- Fiscal year end
- December
Redwood Wealth Management Group uses Charles Schwab ($279M) as custodian for its separately managed accounts. Redwood Wealth Management Group has custody of $143M in client assets for 232 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $279M100%
At year end, Redwood Wealth Management Group’s separately managed accounts were mostly in stocks (65%) and bonds (21%).
What the accounts hold
- Stocks65%
- Bonds21%
- Cash15%
Reported 13F holdings
- $0
- Reported 13F value
- 1
- Positions
- NaN%
- In the 10 largest
- −100.0%
- Value vs. prior quarter
- None · None0%
Together, the ten largest are NaN% of reported value.
How many clients does Redwood Wealth Management Group have?
Redwood Wealth Management Group has 424 clients and manages $317 million for them, as of March 2026. They include 328 individual clients, 72 high-net-worth individuals, and 11 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does Redwood Wealth Management Group offer?
Redwood Wealth Management Group provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Redwood Wealth Management Group charge?
Redwood Wealth Management Group charges up to 1.50% a year for its Asset Management. The fee is negotiable and requires an account of at least $250,000.
Source: ADV PART 2A, filed 24 March 2026
Which custodians does Redwood Wealth Management Group use?
Redwood Wealth Management Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $279M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does Redwood Wealth Management Group have?
Redwood Wealth Management Group has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Redwood Wealth Management Group invest in?
At the end of its last fiscal year, Redwood Wealth Management Group’s separately managed accounts held 65% exchange-traded equities, 21% state and local bonds and 15% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Redwood Wealth Management Group have a minimum investment?
Yes, Redwood Wealth Management Group’s minimum account size for its Asset Management is $250K.
Source: ADV PART 2A, filed 24 March 2026
Who owns Redwood Wealth Management Group?
Redwood Wealth Management Group’s direct owner is Samuel Bridgers (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does Redwood Wealth Management Group get paid?
Redwood Wealth Management Group is paid through a percentage of assets under management, hourly charges, fixed fees and commissions. Its Form ADV lists no performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Redwood Wealth Management Group?
Redwood Wealth Management Group’s main office is at 400 Stokes RD, Medford, NJ 08055. Its phone number is 856-500-2900. Its website is redwoodwmg.com.