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Tanya Koreen Steinhofer

REDWOOD GROVE WEALTH MANAGEMENT LLC·LARKSPUR, California
Series 7, Series 63Clean record20 years registeredREDWOOD GROVE WEALTH MANAGEMENT LLC
100 LARKSPUR LANDING CIRCLE, LARKSPUR, CA 94939CRD# 4012338Firm CRD# 150667

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tanya Koreen Steinhofer · LARKSPUR, CA
Registration
CRD #4012338 · REDWOOD GROVE WEALTH MANAGEMENT LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

REDWOOD GROVE WEALTH MANAGEMENT
Aug 2009 – present
WETHERBY ASSET MANAGEMENT
Apr 2006 – Jul 2009
SAN FRANCISCO, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · April 13, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
REDWOOD GROVE WEALTH MANAGEMENT LLC
CRD 150667 · SEC 801-126069
AUM
$123M
Regulatory assets under management
Employees
3
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 →
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05

Frequently Asked Questions

What services does Tanya Koreen Steinhofer offer?
Tanya Koreen Steinhofer specializes in Financial Planning, Investment Management. Contact their office in LARKSPUR, California for a consultation.
What are Tanya Koreen Steinhofer's credentials?
Tanya Koreen Steinhofer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tanya Koreen Steinhofer located?
Tanya Koreen Steinhofer 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 Tanya Koreen Steinhofer charge for services?
Tanya Koreen Steinhofer'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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Daniel Curtis Tripp
LARKSPUR, CA

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