DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Redwood Wealth Management Group, LLC
Latest filing Mar 24, 2026
First filing on the tape Oct 8, 2015 · 26 filings
SEC status approved since Oct 15, 2015
RAUM
$317M
reported, Item 5.F
Discretionary
88%
of RAUM
Private clients
79%
$251M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
4
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$317M as of Mar 24, 2026
Jan 27, 2016$106M then
HNW client RAUM$175M as of Mar 24, 2026
Mar 30, 2018$166M then
State-registered IARs (5.B.3)2 as of Mar 24, 2026
Jan 27, 20161 then
Employees (5.A)4 as of Mar 24, 2026
Jan 27, 20162 then
Private funds: no history
RAUM +12% over the last fiscal year+12% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Mar 24, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $159MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 200derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.4MderivedHNW RAUM over HNW clients
- Average account
- $273,921derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 88%derivedof RAUM
- Institutional
- 20%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +12%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -1.5%derived
- Compensation
- percentage of assets, hourly, fixed fees, commissionsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Custody
- $143M, 232 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$175M55%
- Individuals$75.9M24%
- Charitable organizations$37.5M12%
- Pension and profit-sharing plans$24.8M7.8%
- Corporations and businesses$3.6M1.2%
- Individual clients
- 328reported
- HNW clients
- 72reported
- Pension plan clients
- 11reported
- Charitable clients
- 2reported
- Accounts
- 1,158reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- $0 sponsored, $38.1M managedreported
- Custody of client assets
- $143M for 232 clientsreported
- Compensation
- % of AUM, fixed, hourly, commissionsreported
- Class basis
- private_client_share=0.79 fund_share=0.0 institutional_share=0.2 related_bd=false related_bank=false bd_reps=2.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
3 left, 0 joined in 12 months
net -3 in 12 months0 left in 90 days0 joined in 90 days3 left over 36 months
Left, latest
- Michael David Young to Almanack Investment PartnersMay 13, 2026 · RIA to RIA
- Samuel Clay Bridgers to Almanack Investment PartnersMay 13, 2026 · RIA to RIA
- William Sapp Merriken to Almanack Investment PartnersMay 13, 2026 · RIA to RIA
- Joshua Woodford to American Portfolios Advisors, IncOct 30, 2020 · RIA to RIA
- Ann Schnorr Monaghan to Glen Eagle Advisors, LLCApr 23, 2020 · RIA to RIA
- Vaughn Raye Schill to Hyperion Partners, LLCNov 30, 2018 · RIA to a newly registered adviser
- Jeffrey Allen Leber to Hyperion Partners, LLCNov 30, 2018 · RIA to a newly registered adviser
Joined, latest
- Michael David Young from Eagle Strategies LLCApr 4, 2024 · Affiliated broker-dealer or bank to independent RIA
- Ann Schnorr Monaghan from Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 28, 2019 · Wirehouse to independent RIA
- William Sapp Merriken from Lane Hipple - Wealth Management GroupDec 14, 2016 · Other
- Jeffrey Allen Leber from Rubicon Wealth Management, LLCJul 1, 2016 · Other
- Vaughn Raye Schill from Lane Hipple - Wealth Management GroupMar 10, 2016 · Other
- Samuel Clay Bridgers from Lane Hipple - Wealth Management GroupDec 4, 2015 · Other
- Joshua Woodford from Lane Hipple - Wealth Management GroupNov 25, 2015 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 3 left for Almanack Investment PartnersMay 13, 2026 · Medford, Nj · Firm absorbed
- 2 left for Hyperion Partners, LLCNov 30, 2018 · Medford, Nj
- 2 joined from Lane Hipple - Wealth Management GroupDec 22, 2015 · Moorestown, Nj
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Clay Samuel Bridgers · Managing Member And Chief Compliance Officercontrolsince 10/2015 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Medford, Nj · principal | 0 | 0 | 3 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- custody status changedChange between filings · filing Mar 24, 2026custody of client assets (Item 9.A): no on the filing of 2025-08-28, yes on the filing of 2026-03-24peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Accounts · 1,174 to 1,158Aug 28, 2025 to Mar 24, 2026
- HNW clients · 78 to 72Aug 28, 2025 to Mar 24, 2026
- Assets in custody · unset to 143431549.0Aug 28, 2025 to Mar 24, 2026
- Custody of client assets · false to trueAug 28, 2025 to Mar 24, 2026
- Discretionary RAUM · $246M to $279MAug 28, 2025 to Mar 24, 2026
- HNW RAUM · $155M to $175MAug 28, 2025 to Mar 24, 2026
- Individual RAUM · $66.9M to $75.9MAug 28, 2025 to Mar 24, 2026
- Non-discretionary RAUM · $36.3M to $38.5MAug 28, 2025 to Mar 24, 2026
- Pension RAUM · $23.6M to $24.8MAug 28, 2025 to Mar 24, 2026
- RAUM · $283M to $317MAug 28, 2025 to Mar 24, 2026
- Wrap assets (manager) · $32.2M to $38.1MAug 28, 2025 to Mar 24, 2026
- Accounts · 1,168 to 1,174Nov 13, 2024 to Apr 29, 2025
- Advisory employees · 4 to 3Nov 13, 2024 to Apr 29, 2025
- Corporate clients · 7 to 10Nov 13, 2024 to Apr 29, 2025
- HNW clients · 86 to 78Nov 13, 2024 to Apr 29, 2025
- Individual clients · 295 to 328Nov 13, 2024 to Apr 29, 2025
- Pension plan clients · 18 to 11Nov 13, 2024 to Apr 29, 2025
- Employees · 5 to 4Nov 13, 2024 to Apr 29, 2025
- Financial planning clients · 251-500 to 251-500Nov 13, 2024 to Apr 29, 2025
- State-registered IARs · 3 to 2Nov 13, 2024 to Apr 29, 2025
- Discretionary RAUM · $225M to $246MNov 13, 2024 to Apr 29, 2025
- HNW RAUM · $151M to $155MNov 13, 2024 to Apr 29, 2025
- Individual RAUM · $52.8M to $66.9MNov 13, 2024 to Apr 29, 2025
- Non-discretionary RAUM · $37.6M to $36.3MNov 13, 2024 to Apr 29, 2025
- Pension RAUM · $24.3M to $23.6MNov 13, 2024 to Apr 29, 2025
- RAUM · $262M to $283MNov 13, 2024 to Apr 29, 2025
- Wrap assets (manager) · $204M to $32.2MNov 13, 2024 to Apr 29, 2025
- HQ city · MOORESTOWN to MEDFORDMar 29, 2024 to Aug 21, 2024
- Accounts · 1,362 to 1,168Apr 19, 2023 to Mar 29, 2024
- HNW clients · 69 to 86Apr 19, 2023 to Mar 29, 2024
- Individual clients · 304 to 295Apr 19, 2023 to Mar 29, 2024
- Discretionary RAUM · $195M to $225MApr 19, 2023 to Mar 29, 2024
- HNW RAUM · $116M to $151MApr 19, 2023 to Mar 29, 2024
- Individual RAUM · $57.0M to $52.8MApr 19, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $30.4M to $37.6MApr 19, 2023 to Mar 29, 2024
- Pension RAUM · $20.9M to $24.3MApr 19, 2023 to Mar 29, 2024
- RAUM · $226M to $262MApr 19, 2023 to Mar 29, 2024
- Wrap assets (manager) · $186M to $204MApr 19, 2023 to Mar 29, 2024
- Accounts · 1,326 to 1,362Mar 28, 2022 to Mar 21, 2023
- Advisory employees · 5 to 4Mar 28, 2022 to Mar 21, 2023
Signals
6 dated events
- William Sapp Merriken left Redwood Wealth Management Group, Llc for Almanack Investment Partners (registered 2026-06-23)May 13, 2026 · Advisor changed firm · fact
- Samuel Clay Bridgers left Redwood Wealth Management Group, Llc for Almanack Investment Partners (registered 2026-04-30)May 13, 2026 · Advisor changed firm · fact
- Michael David Young left Redwood Wealth Management Group, Llc for Almanack Investment Partners (registered 2026-04-30)May 13, 2026 · Advisor changed firm · fact
- Redwood Wealth Management Group, LLC's advisors moved to Almanack Investment Partners (Medford, NJ): 3 of 3 registered, on the same dayMay 13, 2026 · Firm absorbed (people side) · derived
- Redwood Wealth Management Group, Llc reported RAUM $205.1M, down 46% from $383.3M (2018-03-30 to 2018-11-20)Nov 20, 2018 · RAUM change · derived
- Bridgers Wealth Management, Llc filed its initial SEC registration (Form ADV)Oct 8, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/redwoodwmg/aboutreportedpublic record, Form ADV, Sep 17, 2026
- Website
- redwoodwmg.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 856-500-2900reportedpublic record, Form ADV, Mar 24, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026