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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

REDWOOD PRIVATE WEALTH

REDWOOD PRIVATE WEALTH, LLC, CRD 312942

PHOENIX, AZ

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:bd5212a4-5878-c317-fa4d-3a11450579e2

Data as of Mar 31, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 57
Dated events: 13
On other graphs: 0
Observed: Mar 5, 2021 to Mar 31, 2024
58 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $268MItem 5.F on the latest filing (2024-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $253M
Private client RAUM: $263MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 61
Advisory employees: 56
Offices: 14Schedule D 1.F, beyond the principal office
Accounts: 1,788
Individual clients: 869
High net worth clients: 69
SEC number: 801-120723
CRD: 312942
Filings on the tape: 58
First filed: Mar 5, 2021
Latest filed: Mar 31, 2024
Organised: Limited Liability Company, Arizona

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
FEDYSHYN, MICHAEL, SCOTT	CHIEF FINANCIAL OFFICER	Na	yes	03/2021	Mar 5, 2021	Mar 31, 2024
FEDYSHYN, MICHAEL, SCOTT	Member	C	yes	03/2021	Mar 5, 2021	Mar 31, 2024
HALL, WILLIAM, CLIFFORD	President	Na	yes	03/2021	Mar 5, 2021	Mar 31, 2024
HALL, WILLIAM, CLIFFORD	Member	C	yes	03/2021	Mar 5, 2021	Mar 31, 2024
NCAZ FINANCIAL HOLDINGS	Member	E	yes	03/2021	Mar 5, 2021	Mar 31, 2024
RAIMONDO, KIMBERLEY, ANN	CHIEF COMPLIANCE OFFICER	Na	yes	03/2021	Mar 5, 2021	Mar 31, 2024
RAIMONDO, KIMBERLEY, ANN	Member	C	yes	03/2021	Mar 5, 2021	Mar 31, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BROOKWOOD INVESTMENT GROUP LLC	n/a	Independent wealth	$1.3B	N	no	n/a
BROOKWOOD INSURANCE GROUP LLC	n/a	n/a	n/a	N	no	n/a
FEDYSHYN CPA GROUP PLLC	n/a	n/a	n/a	N	no	n/a
FEDYSHYN FINANCIAL GROUP INC	n/a	n/a	n/a	N	no	n/a
PACIFIC ATLANTIC CONSULTING L.L.C.	n/a	n/a	n/a	N	no	n/a
REDWOOD TAX SPECIALISTS LLC	n/a	n/a	n/a	N	no	n/a

Offices

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

City	State	Country	Employees	Also broker-dealer
Bloomington	Mn	United States	2	no
Freehold	Nj	United States	2	no
Tempe	Az	United States	1	no
Orange	CA	United States	1	no
Westminster	Md	United States	1	no
Brighton	Mi	United States	1	no
WHITE BEAR LAKE	Mn	United States	1	no
Shelby	Nc	United States	1	no
Wilmington	Nc	United States	1	no
Morristown	Nj	United States	1	no
Highland	NY	United States	1	no
COLLEGE STATION	TX	United States	1	no
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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Mar 31, 2024	$268M	$253M	61	56	14	n/a	n/a
2022	Mar 17, 2023	$204M	$191M	51	48	12	n/a	n/a
2021	Mar 31, 2022	$149M	$135M	28	25	9	n/a	n/a

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
2023	$268M	$204M	30.9%	n/a	n/a	61	51	14	12

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BELPOINTE ASSET MANAGEMENT LLC	2	Jun 30, 2023	Jun 17, 2022	BOLTON, CT	Team lift out	RIA to RIA	1.7%
NEW CENTURY CAPITAL MANAGEMENT, LLC	2	Dec 31, 2022	Oct 31, 2022	FREEHOLD, NJ	Team lift out	Other	100.0%
BELPOINTE ASSET MANAGEMENT LLC	2	Sep 20, 2021	Sep 16, 2021	BLOOMFIELD, MN	Team lift out	RIA to new firm	1.9%

Relationships

Affiliated with (2)

← BROOKWOOD INVESTMENT GROUPRegistered adviserother investment adviser, common control
factForm ADV
→ BROOKWOOD INVESTMENT GROUPRegistered adviserother investment adviser
factForm ADV

Controls (4)

← HALL, WILLIAM, CLIFFORDOwnerMEMBER, ownership code C, individual
Mar 5, 2021 to presentfactForm ADV
← RAIMONDO, KIMBERLEY, ANNOwnerMEMBER, ownership code C, individual
Mar 5, 2021 to presentfactForm ADV
← FEDYSHYN, MICHAEL, SCOTTOwnerMEMBER, ownership code C, individual
Mar 5, 2021 to presentfactForm ADV
← NCAZ FINANCIAL HOLDINGSOwnerMEMBER, ownership code E, domestic entity
Mar 5, 2021 to presentfactForm ADV

Registered with (44)

← MURRAY I WOLOSHINAdvisorregistration: previous registration
Oct 31, 2022 to Mar 31, 2025factForm ADV
← CHARLES EDWARD NASHAdvisorregistration: previous registration
Jun 30, 2021 to Mar 31, 2025factForm ADV
← BARRY L METROKAS-KAMISONAdvisorregistration: previous registration
Nov 20, 2023 to Mar 31, 2025factForm ADV
← PAUL PETER SALAMONAdvisorregistration: previous registration
Aug 3, 2022 to Mar 31, 2025factForm ADV
← THOMAS EDWARD SPACEAdvisorregistration: previous registration
Jul 2, 2021 to Mar 31, 2025factForm ADV
← BRYAN DEAN MYERSAdvisorregistration: previous registration
Jun 28, 2021 to Mar 31, 2025factForm ADV
← JOANN MARIE NORTHAdvisorregistration: previous registration
Sep 30, 2022 to Mar 31, 2025factForm ADV
← STACEY PARNUMAdvisorregistration: previous registration
Mar 2, 2022 to Mar 31, 2025factForm ADV
← CHARLES HENRY TRAKASAdvisorregistration: previous registration
Jul 2, 2021 to Mar 31, 2025factForm ADV
← JOSEPH EDWARD WARDAdvisorregistration: previous registration
Jun 1, 2022 to Mar 31, 2025factForm ADV
← Casey CasonAdvisorregistration: previous registration
Dec 13, 2021 to Mar 31, 2025factForm ADV
← JEREMY DAVID BRYANTAdvisorregistration: previous registration
Jun 16, 2022 to Mar 31, 2025factForm ADV
← GERALD PHILIP SHERIDANAdvisorregistration: previous registration
Jun 16, 2023 to Mar 31, 2025factForm ADV
← FRANK CHARLES STAMAAdvisorregistration: previous registration
Aug 25, 2022 to Mar 31, 2025factForm ADV
← PETER DOMENICK COLICCHIAAdvisorregistration: previous registration
Aug 16, 2022 to Mar 31, 2025factForm ADV
← JOHN KENNETH MATTHEWSAdvisorregistration: previous registration
Nov 17, 2021 to Mar 31, 2025factForm ADV
← WILLIAM H ANDERSONAdvisorregistration: previous registration
Jun 17, 2022 to Mar 31, 2025factForm ADV
← JOANNE FAY BROWNAdvisorregistration: previous registration
Jul 12, 2021 to Mar 31, 2025factForm ADV
← ROBIN LOU DEPIESAdvisorregistration: previous registration
Jun 10, 2022 to Mar 31, 2025factForm ADV
← David Douglas SwansonAdvisorregistration: previous registration
Jul 6, 2023 to Mar 31, 2025factForm ADV
← Peter Donald ThaldorfAdvisorregistration: previous registration
Sep 16, 2021 to Mar 31, 2025factForm ADV
← RICHARD MARC MYERAdvisorregistration: previous registration
Dec 10, 2021 to Mar 31, 2025factForm ADV
← NICHOLAS M GREENHOUSEAdvisorregistration: previous registration
Jun 17, 2022 to Mar 31, 2025factForm ADV
← JOHN CHARLES WRIGHTAdvisorregistration: previous registration
Aug 24, 2022 to Mar 31, 2025factForm ADV
← Jamilah McCluneyAdvisorregistration: previous registration
Apr 4, 2022 to Mar 31, 2025factForm ADV
← William Zev GoldmanAdvisorregistration: previous registration
Oct 20, 2023 to Mar 31, 2025factForm ADV
← THOMAS MICHAEL STOLTMANAdvisorregistration: previous registration
Sep 16, 2021 to Mar 31, 2025factForm ADV
← MARTIN AARON SHAPIROAdvisorregistration: previous registration
Feb 24, 2022 to Mar 28, 2025factForm ADV
← JESSE MARICHALAR GALINDOAdvisorregistration: previous registration
Jul 15, 2021 to Mar 28, 2025factForm ADV
← PAUL HENRY LEFEVREAdvisorregistration: previous registration
Jul 26, 2023 to Mar 28, 2025factForm ADV
and 14 more

Moved with (3)

← NEW CENTURY CAPITAL MANAGEMENT, LLCRegistered adviser2 advisors, team lift out, same day
Dec 31, 2022 to Oct 31, 2022factForm ADV
← HORTER INVESTMENT MANAGEMENT, LLCRegistered adviser2 advisors, team lift out
Sep 30, 2022 to Oct 25, 2022factForm ADV
← BELPOINTE ASSET MANAGEMENT LLCRegistered adviser2 advisors, team lift out
Jun 28, 2023 to Jun 17, 2022factForm ADV

Dated events

Occurred
May 2, 2025
Left the SEC roster
Redwood Private Wealth no longer on the SEC adviser roster (last listed 2025-03-06, RAUM $267.6M)
Form ADVobserved 5 days ago
$268M
Occurred
Dec 31, 2024
Advisor changed firm
Nicholas Adam Bour left Redwood Private Wealth for Brookwood Investment Group (registered 2025-11-22)
Form ADVobserved 5 days ago
Occurred
Oct 8, 2024
Advisor changed firm
Larry Robert Blades left Redwood Private Wealth for Retirement Solutions (registered 2024-06-25)
Form ADVobserved 5 days ago
Occurred
Sep 26, 2024
Advisor changed firm
Zachary Norman Griswold left Redwood Private Wealth for Familywealth (registered 2024-09-30)
Form ADVobserved 5 days ago
Occurred
Sep 5, 2024
Advisor changed firm
Jonathan Leif Holljes left Redwood Private Wealth for Brookwood Investment Group (registered 2025-05-02)
Form ADVobserved 5 days ago
Occurred
Sep 4, 2024
Advisor changed firm
James Allen Crow left Redwood Private Wealth for Impact Partnership Wealth, Llc (registered 2024-09-13)
Form ADVobserved 5 days ago
Occurred
Feb 7, 2024
Advisor changed firm
Michael Alexander Watkins left Redwood Private Wealth for Virtue Capital Management, Llc (registered 2024-01-24)
Form ADVobserved 5 days ago
Occurred
Dec 1, 2023
Advisor changed firm
Timothy Jay Beeman left Redwood Private Wealth for Virtue Capital Management, Llc (registered 2023-12-04)
Form ADVobserved 5 days ago
Occurred
Aug 9, 2023
Advisor changed firm
Andrew Jacob Keehn left Redwood Private Wealth for Owlfi (registered 2023-11-30)
Form ADVobserved 5 days ago
Occurred
Jun 30, 2023
Team lift-out
2 advisors left Belpointe Asset Management LLC (Bolton, CT) for Redwood Private Wealth on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Jun 9, 2023
Advisor changed firm
Timothy Edward Meyer left Redwood Private Wealth for Advisor Share Wealth Management, Llc (registered 2025-01-02)
Form ADVobserved 5 days ago
Occurred
Dec 31, 2022
Team lift-out
2 advisors left New Century Capital Management, LLC (Freehold, NJ) for Redwood Private Wealth on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Mar 5, 2021
First Form ADV filing
Redwood Private Wealth, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bd5212a4-5878-c317-fa4d-3a11450579e2
First observed: Mar 5, 2021
Last observed: Mar 31, 2024 30 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 PRIVATE WEALTH

REDWOOD PRIVATE WEALTH, LLC, CRD 312942

PHOENIX, AZ

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:bd5212a4-5878-c317-fa4d-3a11450579e2

Data as of Mar 31, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:15 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FEDYSHYN, MICHAEL, SCOTT

CHIEF FINANCIAL OFFICER

yes

03/2021

Mar 5, 2021

Mar 31, 2024

FEDYSHYN, MICHAEL, SCOTT

Member

yes

03/2021

Mar 5, 2021

Mar 31, 2024

HALL, WILLIAM, CLIFFORD

President

yes

03/2021

Mar 5, 2021

Mar 31, 2024

HALL, WILLIAM, CLIFFORD

Member

yes

03/2021

Mar 5, 2021

Mar 31, 2024

NCAZ FINANCIAL HOLDINGS

Member

yes

03/2021

Mar 5, 2021

Mar 31, 2024

RAIMONDO, KIMBERLEY, ANN

CHIEF COMPLIANCE OFFICER

yes

03/2021

Mar 5, 2021

Mar 31, 2024

RAIMONDO, KIMBERLEY, ANN

Member

yes

03/2021

Mar 5, 2021

Mar 31, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BROOKWOOD INVESTMENT GROUP LLC

n/a

Independent wealth

$1.3B

n/a

BROOKWOOD INSURANCE GROUP LLC

n/a

FEDYSHYN CPA GROUP PLLC

n/a

FEDYSHYN FINANCIAL GROUP INC

n/a

PACIFIC ATLANTIC CONSULTING L.L.C.

n/a

REDWOOD TAX SPECIALISTS LLC

n/a

City

State

Country

Employees

Also broker-dealer

Bloomington

United States

Freehold

United States

Tempe

United States

Orange

United States

Westminster

United States

Brighton

United States

WHITE BEAR LAKE

United States

Shelby

United States

Wilmington

United States

Morristown

United States

Highland

United States

COLLEGE STATION

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 31, 2024

$268M

$253M

n/a

2022

Mar 17, 2023

$204M

$191M

n/a

2021

Mar 31, 2022

$149M

$135M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$268M

$204M

30.9%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BELPOINTE ASSET MANAGEMENT LLC

Jun 30, 2023

Jun 17, 2022

BOLTON, CT

Team lift out

RIA to RIA

1.7%

NEW CENTURY CAPITAL MANAGEMENT, LLC

Dec 31, 2022

Oct 31, 2022

FREEHOLD, NJ

Team lift out

Other

100.0%

BELPOINTE ASSET MANAGEMENT LLC

Sep 20, 2021

Sep 16, 2021

BLOOMFIELD, MN

Team lift out

RIA to new firm

1.9%