Redwood Wealth Management Group, Llc
- Regulatory AUM
- $317M
- Discretionary
- $279M
- Clients
- 424
- Avg AUM / client
- $748K
- Accounts
- 1,158
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Investments (13F portfolio — 169 positions, $231,531,919)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Schwab Prime Advantage Money Investor | MMN | $22,286,214 | 22,286,214 | 9.63% | 7.03% |
| 2 | Schwab Government Money Inv | MMN | $15,631,635 | 15,631,635 | 6.75% | 4.93% |
| 3 | Baron Partners Retail | MFA | $13,910,213 | 58,165 | 6.01% | 4.39% |
| 4 | Nvidia Corp | COM | $5,401,602 | 30,972 | 2.33% | 1.7% |
| 5 | Alphabet Inc Class Class C | COM | $4,924,377 | 17,166 | 2.13% | 1.55% |
| 6 | Broadcom Inc | COM | $4,866,934 | 15,725 | 2.1% | 1.53% |
| 7 | Fundstrat Granny Shots Us Large Cap Etf | UIE | $4,723,467 | 197,883 | 2.04% | 1.49% |
| 8 | Ibm Corp | COM | $4,617,996 | 19,052 | 1.99% | 1.46% |
| 9 | Microsoft Corp | COM | $4,577,390 | 12,366 | 1.98% | 1.44% |
| 10 | Hon Hai Precision Ordf | UFO | $4,438,955 | 756,115 | 1.92% | 1.4% |
| 11 | Alphabet Inc Class Class A | COM | $4,124,705 | 14,344 | 1.78% | 1.3% |
| 12 | Apple Inc | COM | $3,992,515 | 15,732 | 1.72% | 1.26% |
| 13 | Amazon.Com Inc | COM | $3,988,371 | 19,150 | 1.72% | 1.26% |
| 14 | Ishares S&P 500 Growth Etf | UIE | $3,801,288 | 33,607 | 1.64% | 1.2% |
| 15 | Federated Hermes Mdt Mid Cap Growth Is | MFA | $3,583,139 | 58,320 | 1.55% | 1.13% |
| 16 | Exxon Mobil Corp | COM | $3,514,861 | 20,717 | 1.52% | 1.11% |
| 17 | Ishares Core S&P 500 Etf | UIE | $3,494,674 | 5,350 | 1.51% | 1.1% |
| 18 | Ishares Russell 2000 Etf | UIE | $3,309,341 | 13,344 | 1.43% | 1.04% |
| 19 | Palantir Technologies Inclass Class A | COM | $3,283,255 | 22,445 | 1.42% | 1.04% |
| 20 | Energy Transfer L P Lp | MLP | $3,122,400 | 161,782 | 1.35% | 0.98% |
| 21 | Kinder Morgan Inc Del | COM | $2,990,254 | 89,181 | 1.29% | 0.94% |
| 22 | Mfs Intl Diversification I | MFA | $2,987,361 | 107,847 | 1.29% | 0.94% |
| 23 | Fidelity Advisor Growth Opps I | MFC | $2,952,474 | 13,943 | 1.28% | 0.93% |
| 24 | Micron Technology Inc | COM | $2,524,678 | 7,473 | 1.09% | 0.8% |
| 25 | Lord Abbett Bond Debenture I | MFF | $2,485,326 | 351,531 | 1.07% | 0.78% |
Top 25 of 169 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 328 | $75.9M | 23.9% |
| High net worth individuals | 72 | $175M | 55.1% |
| Pension and profit sharing plans | 11 | $24.8M | 7.82% |
| Charitable organizations | 2 | $37.5M | 11.8% |
| Corporations and other businesses | 10 | $3.6M | 1.15% |
| Other | 1 | $653K | 0.21% |
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Samuel Clay Bridgers | Managing Member And Chief Compliance Officer | Oct 2015 (11y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 901 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $279M (88% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗