REDWOOD GROVE WEALTH MANAGEMENT LLC

REDWOOD GROVE WEALTH MANAGEMENT
LARKSPUR, California·2 registered advisors·CRD# 150667
SEC# 801-1260690415-737-5003
01

Firm Overview

AUM
$123M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at REDWOOD GROVE WEALTH MANAGEMENT LLC

2 registered advisors
Daniel Curtis Tripp
LARKSPUR, California
Tanya Koreen Steinhofer
LARKSPUR, California
05

Office Locations

LARKSPUR, California
2 advisors

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Data sourced from SEC Form ADV filings. REDWOOD GROVE WEALTH MANAGEMENT LLC (CRD# 150667) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.