Wealth Manager
    SEC Registered

    Redwood Investment Management, LLC.

    Registered investment advisor · Scottsdale, Arizona · CRD #153139

    Assets Under Management
    $2.5B
    Client Accounts
    524
    Employees
    39
    CRD Number
    153139
    Registration
    SEC Registered
    Custodian
    National Financial Services Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Redwood Investment Management, LLC.

    Redwood Investment Management, LLC is a financial advisory firm focused on risk management, founded in 2010 with $2.7 billion in assets under management as of 2023. It offers quantitative investment strategies and employs around 11-50 staff.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Redwood Investment Management, LLC.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Redwood Investment Management, LLC.'s AUM?

    Redwood Investment Management, LLC. reports approximately $2.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Redwood Investment Management, LLC. headquartered?

    Redwood Investment Management, LLC. is headquartered in Scottsdale, Arizona.

    What is Redwood Investment Management, LLC.'s CRD number?

    Redwood Investment Management, LLC.'s CRD number is 153139. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Redwood Investment Management, LLC. manage?

    Redwood Investment Management, LLC. manages approximately 524 client accounts according to its latest SEC filing.

    Is Redwood Investment Management, LLC. SEC registered?

    Yes, Redwood Investment Management, LLC. is registered with the SEC as an investment adviser with an approved registration status.

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