Redwood Investment Management, LLC.
Scottsdale, AZ·SEC-registered · CRD #153139
Redwood Investment Management, LLC. is an SEC-registered investment advisory firm in Scottsdale, AZ managing $2.5B across 524 client accounts, with 5 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.5B
Client accounts
524
Advisory staff
5
Fee model
Fee-only
How Redwood Investment Management, LLC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Redwood Investment Management, LLC.
How much does Redwood Investment Management, LLC. manage?
Per its most recent SEC Form ADV filing (03/31/2026), Redwood Investment Management, LLC. reports $2.5B in regulatory assets under management across roughly 524 client accounts.
How does Redwood Investment Management, LLC. charge?
Redwood Investment Management, LLC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Redwood Investment Management, LLC. a fiduciary?
Yes. Redwood Investment Management, LLC. is registered with the U.S. Securities and Exchange Commission (CRD #153139), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Redwood Investment Management, LLC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Redwood Investment Management, LLC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Redwood Investment Management, LLC.'s public SEC Form ADV filing (CRD #153139, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Redwood Investment Management, LLC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Redwood Investment Management, LLC.? Claim this profile.