# Redwood Family Wealth LLC

> Redwood Family Wealth LLC is an SEC-registered investment advisory firm in Plano, TX, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 4, 2026.

- CRD: 334013
- Filed as: REDWOOD FAMILY WEALTH LLC
- Also doing business as: REDWOOD FAMILY WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Plano, TX
- Filing period: October 2026
- Form ADV filing dated: August 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/334013
- AdvisorCensus page: https://advisorcensus.com/firm/redwood-family-wealth-llc-plano-tx-334013

## Quick answers

**How is Redwood Family Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Redwood Family Wealth LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Redwood Family Wealth LLC located?**
Redwood Family Wealth LLC's principal office is in Plano, TX, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Redwood Family Wealth LLC registered with the SEC or a state?**
Redwood Family Wealth LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334013.

**How much does Redwood Family Wealth LLC manage?**
Redwood Family Wealth LLC reports $258,543,539 in regulatory assets under management in its Form ADV filing dated August 4, 2026 (97% discretionary).

**How have Redwood Family Wealth LLC's assets and staff changed since 2025?**
In the Form ADV data for Redwood Family Wealth LLC: Regulatory assets under management: $221,708,020 in the October 2025 data and $258,543,539 in the October 2026 data, up 17%. Total employees: 4 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Redwood Family Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (164); high net worth individuals (62); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Which custodians does Redwood Family Wealth LLC use?**
Redwood Family Wealth LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Redwood Family Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/334013

**Does Redwood Family Wealth LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 4, 2026 says: "We do not require a minimum dollar amount to open and maintain an advisory account."

**What changed in Redwood Family Wealth LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $221,708,020 to $258,543,539 (+17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated August 4, 2026)

- Account minimum: None

> We do not require a minimum dollar amount to open and maintain an advisory account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $258,543,539
- Discretionary: $252,029,343
- Non-discretionary: $6,514,196

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 164 | $49,841,612 |
| High net worth individuals | 62 | $204,678,800 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $3,936,941 |
| Charitable organizations | 2 | $86,186 |

### Advisory services (Item 5.G)
- 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)
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, LA, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Golden, CO

### Websites listed on Form ADV (Item 1.I)
- redwoodfamilywealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $221,708,020 | 4 | April 30, 2025 |
| October 2026 | $258,543,539 | 4 | August 4, 2026 |

Regulatory assets under management: $221,708,020 in the October 2025 data and $258,543,539 in the October 2026 data, up 17%.
Total employees: 4 in October 2025 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $221,708,020 to $258,543,539 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Redwood Family Wealth LLC (CRD 334013): Form ADV filing data as of October 2026.