REDWOOD WEALTH MANAGEMENT GROUP, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	New Jersey, United States

Employees

Total Number of Employees	5
Investment Advisory/Research	4
Registered Broker-Dealer Representatives	2
Registered State Investment Advisers	3
Licensed Agents of an Insurance Company	3
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	928	$224.5M
Non-Discretionary	240	$37.6M
Total	1,168	$262.1M

Clients

Type	Number	RAUM
Individuals	295	$52.8M
HNW Individuals	86	$150.9M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	18	$24.3M
Charitable organizations	<5	$30.4M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	7	$3.5M
Other	<5	$203,122

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	1
No. of Financial Planning Clients	251-500

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation	% of AUMHourly chargesFixed feesCommissions
Other Business Activities	Registered representative of a broker-dealerInsurance broker or agent

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	203.7M
Both for Same	0

Portfolio Manager to Program	Sponsor
REDWOOD WEALTH MANAGEMENT WRAP PROGRAM	REDWOOD WEALTH MANAGEMENT GROUP, LLC

Identifiers

SEC RIA File Number	801-106789
SEC ERA File Number	801-106789
SEC CIK Numbers	1963839
SEC CRD Numbers	281741
Legal Entity Identifier	None

Principal Office

110 MARTER AVE, SUITE 410
MOORESTOWN
NJ
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic