Redwood Financial Planning, LLC
Redwood Financial Planning, LLC is an SEC-registered mass-market adviser in Scotch Plains, NJ with $388.8M assets under management (AUM, regulatory AUM), +83% over one year. See who owns Redwood Financial Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 291250, SEC 801-127675, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $388.8M (2026-04-01)
- Firm type
- Mass-Market Adviser
- Location
- Scotch Plains, NJ
- Employees
- 4
- Clients
- 634
- CRD
- 291250
- Ownership
- MCLANE, MICHAEL, ALLEN; FRIEDMAN, JARED, SCOTT
How much AUM does Redwood Financial Planning, LLC have?
Redwood Financial Planning, LLC reported $388.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Redwood Financial Planning, LLC?
Disclosed owners and executives of Redwood Financial Planning, LLC include MCLANE, MICHAEL, ALLEN, FRIEDMAN, JARED, SCOTT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.