Redwood Coast Financial Partners
Redwood Coast Financial Partners is an SEC-registered mass-market adviser in Eureka, CA with $151.8M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Redwood Coast Financial Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 226560, SEC 801-121206, data through 2026-01-20.
- AUM (assets under management / regulatory AUM)
- $151.8M (2026-01-20)
- Firm type
- Mass-Market Adviser
- Location
- Eureka, CA
- Employees
- 4
- Clients
- 995
- CRD
- 226560
- Ownership
- BERTELL, NICHOLAS, WESLEY
How much AUM does Redwood Coast Financial Partners have?
Redwood Coast Financial Partners reported $151.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-20).
Who owns Redwood Coast Financial Partners?
Disclosed owners and executives of Redwood Coast Financial Partners include BERTELL, NICHOLAS, WESLEY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.