REDWOOD HOLDINGS, LLC

REDWOOD WEALTH MANAGEMENT, LLC

SANTA MONICA, California·2 registered advisors·CRD# 173916

SEC# 801-1178661888-552-1905

01

Firm Overview

AUM

$381M

Regulatory assets under management

Employees

4

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Security ratings or pricing services

Compensation

Percentage of AUM

03

Specialties

Investment Management Fee-Only Advisory

04

Advisors at REDWOOD HOLDINGS, LLC

2 registered advisors

Benjamin Asher Lincoln

SANTA MONICA, California

Daniel Robinson Preslar

SANTA MONICA, California

05

Office Locations

SANTA MONICA, California

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors

Data sourced from SEC Form ADV filings. REDWOOD HOLDINGS, LLC (CRD# 173916) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.