# Redwood Money

> Redwood Money is a state-registered investment advisory firm, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 14, 2026.

- CRD: 317667
- Filed as: REDWOOD MONEY
- Legal name: Redwood Money, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: August 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317667
- AdvisorCensus page: https://advisorcensus.com/firm/redwood-money-317667

## Quick answers

**How is Redwood Money compensated?**
On its Form ADV (Item 5.E, October 2026), Redwood Money reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Redwood Money registered with the SEC or a state?**
Redwood Money is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 317667.

**How much does Redwood Money manage?**
Redwood Money reports $87,407,099 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (100% discretionary).

**What types of clients does Redwood Money serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (74); high net worth individuals (34).

**Does Redwood Money report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/317667

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $87,407,099
- Discretionary: $87,407,099
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 74 | $13,537,826 |
| High net worth individuals | 34 | $73,869,273 |

### 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)

### Firm details
- Registered since: 2021 (4 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- redwoodmoney.com
- Facebook @redwoodmoneyllc
- LinkedIn @redwoodmoney
- YouTube @UCZ6dhVhroXnCyGT7zKmaUDQ

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Redwood Money (CRD 317667): Form ADV filing data as of October 2026.