Redwood Family Wealth LLC

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Client assets under management

$254,520,412

Clients

226

27% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

113

Very High

Average account size

$1,126,197

About

Redwood Family Wealth LLC advises individuals—including high-net-worth clients—along with charitable organizations, corporations and other businesses, offering discretionary and non-discretionary portfolio management and financial planning. The firm manages roughly $258 million in client assets across about 226 client relationships and provides planning services that can include consulting on 1031 exchanges and recommendations regarding Delaware Statutory Trusts.

The adviser tailors portfolios to clients’ objectives and uses a range of analytical methods (fundamental, technical, and charting) with ongoing monitoring and rebalancing, and may operate under discretionary authority when agreed. Its stated strategies include long- and short-term purchases, options, margin transactions and leveraged ETFs, and the firm discloses that it may use borrowing and derivatives in separately managed accounts.

Notably, persons providing investment advice at the firm are also registered representatives of a broker‑dealer and receive separate transaction-based compensation in addition to advisory fees, a practice that can create conflicts of interest compared with fee-only peers. Redwood’s willingness to employ leverage and derivatives in managed accounts and its explicit 1031/DST consulting are less common among similarly supported advisory firms and may affect liquidity, tax and suitability considerations for prospective clients.

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals

Expertise

Real estate investing Options & derivatives strategies Tax strategies for small businesses

Fee options

Percentage

$10,000 - $50,000: 1.50% $50,001 - $100,000: 1.15% $100,001 - $250,000: 1.00% $250,001 - $1,000,000: 0.85% $1,000,001 - $2,500,000: 0.75% $2,500,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.35% $10,000,001+: 0.20%

Commissions

Compensation earned as registered representatives for sale of securities/products including asset-based sales charges and 12b-1 fees, separate from advisory fees

Project-based

$250 per hour for financial planning services, negotiable

Other

Fee-only: $250 per hour for financial planning services, negotiable

Main office location

Redwood Family Wealth LLC

15455 Dallas Pkwy, Ste 1080

Addison TX 75001, United States

Number of offices

Most active in

Colorado · Louisiana · New York · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 469-965-4001

Advisors at this firm

Eric E

Series 66

Golden, CO

Redwood Family Wealth LLC

Eric Eisenhard is a financial advisor with Redwood Family Wealth LLC in Golden, Colorado. He holds a Series 66 designation and has nine years of industry experience. Prior to joining Redwood Family Wealth, he worked at XO Wealth Management and Raymond James & Associates, Inc. He is also a registered representative of Cabot Lodge Securities LLC. Redwood Family Wealth provides discretionary and non-discretionary portfolio management and financial planning services to individuals, charitable organizations, and businesses. The firm manages approximately $222 million across about 219 client relationships and employs a range of investment strategies, including the use of derivatives and leverage, tailored to client objectives and risk tolerance.

Real estate investing Options & derivatives strategies Tax strategies for small businesses

Philip B

Series 63, Series 65

Addison, TX

Redwood Family Wealth LLC

Philip Brooks is a financial advisor at Redwood Family Wealth LLC with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates, XO Wealth Management, and Cabot Lodge Securities. Outside of his advisory role, he serves as a registered representative for Cabot Lodge Securities and is principal of a non-investment-related LLC in Addison, Texas. Redwood Family Wealth provides discretionary and non-discretionary portfolio management and financial planning to individuals, charitable organizations, and businesses. The firm manages approximately $222 million across about 219 client relationships using a variety of investment instruments and strategies tailored to client objectives and risk tolerance.

Real estate investing Options & derivatives strategies Tax strategies for small businesses

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