Redwood Family Wealth Llc
- Regulatory AUM
- $259M
- Discretionary
- $252M
- Clients
- 235
- Avg AUM / client
- $1.1M
- Accounts
- 889
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 164 | $49.8M | 19.3% |
| High net worth individuals | 62 | $205M | 79.2% |
| Pension and profit sharing plans | 7 | $3.9M | 1.52% |
| Charitable organizations | 2 | $86.2K | 0.03% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Philip Jeffrey Brooks | President | Feb 2020 (7y) | ≈ 37.5% – 75% via Pjb Investment Advisors, Llc | |
| Eric F Eisenhard | Chief Compliance Officer | Apr 2020 (6y) | ≈ 37.5% – 75% via Eisenhard Wealth Management Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Pjb Investment Advisors, Llc | Owner | Jan 2023 | A | 50% – 75% |
| Eisenhard Wealth Management Llc | Owner | Jan 2023 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Philip Jeffrey Brooks: 75% – 100% of Pjb Investment Advisors, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Eric F Eisenhard: 75% – 100% of Eisenhard Wealth Management Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
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) | 04/30/2026 | 962 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Raymond James $248M (96% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Aug 04, 2026.
View current Form ADV (SEC/IAPD) ↗