{"url":"https://nivawealth.com/firms/redwood-wealth-management-group-281741","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/281741","regulatoryAum":317200751,"crd":"281741","history":[{"filedOn":"2021-03-31","regulatoryAum":212091895,"clients":462,"employees":4,"offices":1},{"filedOn":"2022-03-28","regulatoryAum":272465412,"clients":380,"employees":5,"offices":1},{"filedOn":"2023-04-19","regulatoryAum":225816521,"clients":402,"employees":5,"offices":1},{"filedOn":"2024-03-29","regulatoryAum":262100813,"clients":410,"employees":5,"offices":1},{"filedOn":"2025-04-29","regulatoryAum":282524408,"clients":430,"employees":4,"offices":1},{"filedOn":"2026-03-24","regulatoryAum":317200751,"clients":424,"employees":4,"offices":1}],"secFileNumber":"801-106789","legalName":"Redwood Wealth Management Group, LLC","displayName":"Redwood Wealth Management Group","slug":"redwood-wealth-management-group-281741","website":"https://redwoodwmg.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/281741/7b665c117f2010fb-r1.webp","tone":"light","width":726,"height":200,"sourceUrl":"https://redwoodwmg.com/","sourceLabel":"Redwood Wealth Management Group, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/redwoodwmg/about/","founded":null,"organization":"New Jersey limited liability company","fiscalYearEnd":"December","headquarters":{"street":"400 Stokes RD","city":"Medford","state":"NJ","stateName":"New Jersey","country":"United States","postalCode":"08055"},"tradeNames":[],"registration":{"secApproved":"15 October 2015","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":626532.31,"staff":{"employees":4,"advisory":3,"brokerDealerReps":2,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":317200751,"discretionary":278747521,"discretionaryAccounts":926,"nonDiscretionary":38453230,"nonDiscretionaryAccounts":232,"wrapProgram":38140466,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":328,"regulatoryAum":75936617},{"label":"High-net-worth individuals","clients":72,"regulatoryAum":174676307},{"label":"Pension and profit-sharing plans","clients":11,"regulatoryAum":24798823},{"label":"Charitable organizations","clients":2,"fewerThan5":true,"regulatoryAum":37492540},{"label":"Corporations and other businesses","clients":10,"regulatoryAum":3643783},{"label":"Other","clients":1,"fewerThan5":true,"regulatoryAum":652681}],"feePrograms":[{"role":"main","program":"Asset Management","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024748","versionId":1024748,"ratePeriod":"annual","fee_billing":null,"submittedOn":"2026-03-24","documentName":"ADV PART 2A","fee_rate_low":null,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":250000,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024748","versionId":1024748,"submittedOn":"2026-03-24","documentName":"ADV PART 2A"},{"role":"other","program":"Will-Based Estate Plan and Estate Distribution","summary":"Will-based estate plans carry a fixed fee that varies for an individual or a couple; estate distribution work is fixed or hourly.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024748","versionId":1024748,"submittedOn":"2026-03-24","documentName":"ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T10:08:22.468341+00:00","documents":[{"name":"ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024748","versionId":1024748,"submittedOn":"2026-03-24"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024749","versionId":1024749,"submittedOn":null}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":278747521}],"custodyNote":"Redwood Wealth Management Group has custody of $143M in client assets for 232 clients.","otherCustodians":[],"leadership":[{"name":"Samuel Bridgers","title":"Managing Member and Chief Compliance Officer","crd":"1243406"}],"ownership":[{"label":"Samuel Bridgers","detail":"Managing member and chief compliance officer in the 75% or more ownership band and a control person, since October 2015."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New Jersey","offices":1,"addresses":[{"street":"400 Stokes RD","city":"Medford","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"856-500-2900","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)","Commissions"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"251-500","assetMix":[{"label":"Exchange-traded equity securities","percent":65},{"label":"U.S. state and local bonds","percent":21},{"label":"Cash and cash equivalents","percent":15}],"privateFunds":0},"sources":{"adv1FilingDate":"24 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/281741/PDF/281741.pdf","brochureDate":"24 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024748","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Redwood Wealth Management Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Redwood Wealth Management Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Redwood Wealth Management Group charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Redwood Wealth Management Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Redwood Wealth Management Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Redwood Wealth Management Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Redwood Wealth Management Group have a minimum investment?","answer":"Yes, Redwood Wealth Management Group’s minimum account size for its Asset Management is $250K.","source":"ADV PART 2A, filed 24 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Redwood Wealth Management Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Redwood Wealth Management Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Redwood Wealth Management Group?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 24 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/redwood-wealth-management-group-281741/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-03","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1963839/000196383926000005/0001963839-26-000005-index.html","totalValue":0,"positionCount":1,"top10Share":null,"top10":[{"issuer":"None","titleOfClass":"None","cusip":"000000000","value":0,"shares":0,"shareType":"SH"}],"positionsListed":1,"positions":[{"issuer":"None","titleOfClass":"None","cusip":"000000000","value":0,"shares":0,"shareType":"SH"}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}