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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

REDWOOD WEALTH MANAGEMENT, LLC

REDWOOD HOLDINGS, LLC, CRD 173916

SANTA MONICA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a8dc4fd3-1df8-45e7-0a4c-745ab42aac06

Data as of Apr 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 6
On other graphs: 0
Observed: Nov 26, 2019 to Apr 9, 2026
27 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $837MItem 5.F on the latest filing (2026-04-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $837M
Private client RAUM: $837MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $279Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 679
Individual clients: 120
High net worth clients: 123
SEC number: 801-117866
CIK: 1680112
CRD: 173916
Filings on the tape: 27
First filed: Nov 26, 2019
Latest filed: Apr 9, 2026
Organised: Limited Liability Company, NC
Website: redwoodwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BENJAMIN ASHER LINCOLN	n/a	SANTA MONICA, CA	11	22	2	no
Ayodeji Egbeyemi	n/a	SANTA MONICA, CA	6	10	n/a	no
Jared Loren Kohlenberg	n/a	West Bloomfield, MI \| SANTA MONICA, CA	1	11	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LINCOLN, BENJAMIN, ASHER	Member	E	yes	11/2014	Nov 26, 2019	Jul 16, 2024
LINCOLN, BENJAMIN, ASHER	CEO, CCO	Na	yes	11/2014	Nov 26, 2019	Jul 16, 2024
REDWOOD HOLDINGS, LLC	Member	E	yes	11/2014	Nov 26, 2019	Jul 16, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 6 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 9, 2026	$837M	$837M	3	3	0	n/a	n/a
2024	Mar 25, 2025	$493M	$493M	3	3	0	n/a	n/a
2023	Mar 22, 2024	$381M	$381M	4	4	1	n/a	n/a
2022	Mar 3, 2023	$251M	$251M	3	3	1	n/a	n/a
2021	Mar 10, 2022	$277M	$277M	3	3	1	n/a	n/a
2020	Mar 18, 2021	$237M	$237M	3	3	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$837M	$493M	69.8%	$251M	49.3%	3	3	0	0

Relationships

Registered with (4)

← Jared Loren KohlenbergAdvisorregistration: current employment
Dec 16, 2024 to presentfactForm ADV
← Ayodeji EgbeyemiAdvisorregistration: current employment
Oct 8, 2019 to presentfactForm ADV
← BENJAMIN ASHER LINCOLNAdvisorregistration: current employment
Nov 19, 2014 to presentfactForm ADV
← DANIEL ROBINSON PRESLARAdvisorregistration: previous registration
Apr 20, 2015 to May 1, 2024factForm ADV

Controls (2)

← LINCOLN, BENJAMIN, ASHEROwnerMEMBER, ownership code E, individual
Nov 26, 2019 to Jul 16, 2024factForm ADV
← REDWOOD HOLDINGS, LLCOwnerMEMBER, ownership code E, domestic entity
Nov 26, 2019 to Jul 16, 2024factForm ADV

Dated events

Occurred
Mar 16, 2026
Regulatory AUM changed
Redwood Wealth Management, Llc reported RAUM $837.0M, up 70% from $493.0M (2026-01-06 to 2026-03-16)
Form ADVobserved 5 days ago
$344M
Occurred
Mar 25, 2025
Regulatory AUM changed
Redwood Wealth Management, Llc reported RAUM $493.0M, up 29% from $381.0M (2024-07-16 to 2025-03-25)
Form ADVobserved 5 days ago
$112M
Occurred
May 1, 2024
Advisor changed firm
Daniel Robinson Preslar left Redwood Wealth Management, Llc for 1618 Advisors Llc (registered 2024-05-06)
Form ADVobserved 5 days ago
Occurred
Mar 22, 2024
Regulatory AUM changed
Redwood Wealth Management, Llc reported RAUM $381.0M, up 52% from $251.3M (2023-11-13 to 2024-03-22)
Form ADVobserved 5 days ago
$130M
Occurred
Nov 13, 2023
Control person left
Robinson Daniel Preslar (Chief Compliance Officer) no longer on Schedule A of Redwood Wealth Management, Llc (listed 2023-09-26, absent 2023-11-13)
Form ADVobserved 5 days ago
Occurred
Nov 26, 2019
First Form ADV filing
Redwood Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a8dc4fd3-1df8-45e7-0a4c-745ab42aac06
First observed: Nov 26, 2019
Last observed: Apr 9, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

REDWOOD WEALTH MANAGEMENT, LLC

REDWOOD HOLDINGS, LLC, CRD 173916

SANTA MONICA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a8dc4fd3-1df8-45e7-0a4c-745ab42aac06

Data as of Apr 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:35 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BENJAMIN ASHER LINCOLN

n/a

SANTA MONICA, CA

Ayodeji Egbeyemi

n/a

SANTA MONICA, CA

n/a

Jared Loren Kohlenberg

n/a

West Bloomfield, MI | SANTA MONICA, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LINCOLN, BENJAMIN, ASHER

Member

yes

11/2014

Nov 26, 2019

Jul 16, 2024

LINCOLN, BENJAMIN, ASHER

CEO, CCO

yes

11/2014

Nov 26, 2019

Jul 16, 2024

REDWOOD HOLDINGS, LLC

Member

yes

11/2014

Nov 26, 2019

Jul 16, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 9, 2026

$837M

n/a

2024

Mar 25, 2025

$493M

n/a

2023

Mar 22, 2024

$381M

n/a

2022

Mar 3, 2023

$251M

n/a

2021

Mar 10, 2022

$277M

n/a

2020

Mar 18, 2021

$237M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$837M

$493M

69.8%

$251M

49.3%