Redwood Wealth Management

What Redwood Wealth Management does

Redwood Wealth Management, LLC is a fee-only, independent wealth management advisory firm headquartered in Alpharetta, Georgia. The firm provides financial planning, investment management, and personalized wealth advisory services to individual investors and high net worth clients, organized around a proprietary framework called "The Redwood Model." The firm operates as a team-based practice with nine named advisors (Raj Chokshi, Shawn Meade, Lane Steinberger, Brian Huey, Larren Odom, Patrick Dailey, Elise Sutton, Ross Hughes, and Lauren Berry) plus support staff, giving a total headcount in the 11-50 range.

The firm does not operate a proprietary technology platform; client account access is facilitated through a third-party custodian (Fidelity Institutional, evidenced by the login link on the website). Service delivery appears to be relationship-driven and advisor-led, with the website offering educational video content on financial planning topics as a marketing and client-education channel. Pricing is not publicly disclosed, consistent with the fee-only RIA model in which compensation is derived from client fees rather than commissions or product sales.

Geographically, Redwood Wealth Management operates solely within the Georgia market, with no multi-state or national footprint indicated. The firm is privately held with no disclosed external funding, parent company, or institutional ownership, and operates as an independent LLC under founder/management ownership. Ownership and capital structure data points suggest a closely held, single-office business with modest expansion scale.

Name

Redwood Wealth Management

Legal name

Redwood Wealth Management, LLC

Website

https://redwoodwm.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

Redwood Wealth Management is a fee-only, independent advisory firm in Alpharetta, Georgia that provides financial planning, investment management, and wealth advisory services to individual investors and high net worth clients through a nine-advisor team.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

akta.pro secondary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Wealth management services
• Fee-only advisory
• Financial planning services
• Investment management advisory
• Personal financial planning

Headquarters

HQ city

Alpharetta

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Core offering

Redwood Wealth Management is a fee-only, independent registered investment advisory firm that delivers personalized wealth management, investment management, and financial planning services to individual investors and families. The firm applies a proprietary "Redwood Model" investment approach and supplements its advisory services with educational financial planning content and videos.

Product overview

Redwood Wealth Management is a fee-only, independent advisory firm offering wealth management services designed around individual client needs. The firm operates from Alpharetta, GA and employs a team-based approach with advisors including Raj Chokshi, Shawn Meade, Lane Steinberger, Brian Huey, Larren Odom, Patrick Dailey, Elise Sutton, Ross Hughes, and Lauren Berry. The company provides a Redwood Model investment approach and offers foundational financial planning resources including educational videos on investment strategy.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Services Comprehensive, personalized wealth management services for individual investors and families, designed to align investment strategies with each client's unique financial goals.
• Investment Management (The Redwood Model) Investment management delivered via the firm's proprietary "Redwood Model" approach, providing a standardized portfolio construction and management framework for clients.
• Financial Planning Services Foundational financial planning services covering budgeting, goal-setting, investment strategy, and broader wealth planning for individual clients and families.
• Financial Planning Educational Videos Educational video content covering the basics of financial planning, such as investment strategy, intended to inform current and prospective clients.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Direct peers

• SignatureFD: Fee-only, multi-advisor wealth management firm headquartered in Atlanta, GA, serving HNW individuals and families with financial planning and investment advisory services — directly comparable in geography, business model, and target client profile.
• Mercer Advisors: Large national fee-only RIA providing wealth management, financial planning, and tax services to HNW clients; competes with Redwood in the same fiduciary-aligned segment, albeit at significantly greater scale.
• Creative Planning: Fee-only, independent wealth management and financial planning firm serving individuals and families nationwide — comparable in fee-only fiduciary model and HNW focus, though much larger in scale.
• Carson Wealth: Fee-only RIA rollup providing wealth management, financial planning, and advisor support services; directly comparable in business model and target market to Redwood.
• Buckingham Strategic Wealth: Fee-only wealth management firm focused on evidence-based investing and financial planning for HNW individuals — overlaps with Redwood's fee-only, planning-centric value proposition.
• Ronald Blue Trust: Fee-only RIA providing wealth management, financial planning, and estate services to HNW clients, often faith-based; comparable in fee-only structure and client profile to Redwood.

Broad incumbents

• Mariner Wealth Advisors: National wealth advisory firm offering comprehensive planning, investment, tax, and estate services to HNW clients — broader incumbent with overlapping services but much larger scale and platform depth.
• Charles Schwab Wealth Advisory: Custodian-affiliated wealth advisory service offering goal-based planning and managed portfolios to HNW households — competes with independent RIAs like Redwood in the same client segment but with broader resources.
• Fidelity Wealth Services: Custodian-anchored wealth advisory offering financial planning and investment management to affluent households — competes directly with Redwood for HNW clients, including those Redwood itself custody at Fidelity.

Emerging players

• Betterment: Digital-first wealth manager offering automated portfolio management with optional human advisor access; competes with Redwood for the next-generation HNW and mass-affluent segment that Redwood relies on for new client acquisition.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/redwoodwealthga
• Facebookfacebook.com/52363098538
• LinkedInlinkedin.com/company/redwood-wealth-management-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Redwood Wealth Management