Redwood Family Wealth LLC
Redwood Family Wealth LLC is an SEC-registered wealth manager in Addison, TX with $258.5M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Redwood Family Wealth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 334013, SEC 801-131810, data through 2026-04-30.
- AUM (assets under management / regulatory AUM)
- $258.5M (2026-04-30)
- Firm type
- Wealth Manager
- Location
- Addison, TX
- Employees
- 4
- Clients
- 235
- CRD
- 334013
- Ownership
- PJB INVESTMENT ADVISORS, LLC; EISENHARD WEALTH MANAGEMENT LLC; Eisenhard, Eric, F; Brooks, Philip, Jeffrey
How much AUM does Redwood Family Wealth LLC have?
Redwood Family Wealth LLC reported $258.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-30).
Who owns Redwood Family Wealth LLC?
Disclosed owners and executives of Redwood Family Wealth LLC include PJB INVESTMENT ADVISORS, LLC, EISENHARD WEALTH MANAGEMENT LLC, Eisenhard, Eric, F, Brooks, Philip, Jeffrey. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.