Red Spruce Capital, LLC
Red Spruce Capital, LLC is an SEC-registered wealth manager in Berwyn, PA with $256.9M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Red Spruce Capital, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 158720, SEC 801-113984, data through 2026-02-20.
- AUM (assets under management / regulatory AUM)
- $256.9M (2026-02-20)
- Firm type
- Wealth Manager
- Location
- Berwyn, PA
- Employees
- 4
- Clients
- 143
- CRD
- 158720
- Ownership
- DESAI, AMISH, BHASKER; VASQUEZ, MARK, JOSEPH
How much AUM does Red Spruce Capital, LLC have?
Red Spruce Capital, LLC reported $256.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-20).
Who owns Red Spruce Capital, LLC?
Disclosed owners and executives of Red Spruce Capital, LLC include DESAI, AMISH, BHASKER, VASQUEZ, MARK, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.