Unclaimed Profile

Daniel Curtis Tripp

REDWOOD GROVE WEALTH MANAGEMENT LLC·LARKSPUR, California

Clean record7 years registeredREDWOOD GROVE WEALTH MANAGEMENT LLC

100 LARKSPUR LANDING CIRCLE, LARKSPUR, CA 94939CRD# 7129128Firm CRD# 150667

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Curtis Tripp · LARKSPUR, CA

Registration

CRD #7129128 · REDWOOD GROVE WEALTH MANAGEMENT LLC · 7 years registered

Brand Profile

Not yet started

Career History

REDWOOD GROVE WEALTH MANAGEMENT

Mar 2021 – present

THIRTY MILE FINANCIAL

Oct 2019 – Jan 2021

SAN FRANCISCO, CA

YESKE BUIE INC.

May 2019 – Aug 2019

SAN FRANCISCO, CA

Registrations & Exams

Registration record

First registered · May 30, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

REDWOOD GROVE WEALTH MANAGEMENT LLC

CRD 150667 · SEC 801-126069

AUM

$123M

Regulatory assets under management

Employees

254 client accounts

Services offered by REDWOOD GROVE WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at REDWOOD GROVE WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Curtis Tripp offer?

Daniel Curtis Tripp specializes in Financial Planning, Investment Management. Contact their office in LARKSPUR, California for a consultation.

What are Daniel Curtis Tripp's credentials?

Daniel Curtis Tripp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Curtis Tripp located?

Daniel Curtis Tripp is based in LARKSPUR, California, working with REDWOOD GROVE WEALTH MANAGEMENT LLC. Their office serves clients in the LARKSPUR metropolitan area and surrounding communities.

How does Daniel Curtis Tripp charge for services?

Daniel Curtis Tripp's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is REDWOOD GROVE WEALTH MANAGEMENT LLC?

REDWOOD GROVE WEALTH MANAGEMENT LLC has approximately 3 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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