DBA: REDWOOD GROVE WEALTH MANAGEMENT
| Total AUM | $151.3M |
| Discretionary | $151.3M100% of AUM |
| Client Accounts | 265 |
| Avg Account Size | $571K |
| Employees | 3 |
| Peak AUM | $151.3MMar 2026 |
| AUM CAGR | +8.6% /yrover 4 yrs · 6 filings |
Total AUM
$151M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $151M | +14.8% | +14.9% | +8.6% | |
| Discretionary AUM | $151M | ||||
| Total AUM | $151.3M |
| Discretionary | $151.3M |
| Employees | 3 |
| Client Accounts | 265 |
| Client Range | 51-100 |
Address
3950 CIVIC CENTER DR.
SAN RAFAEL CA 94903
Phone
415-737-5003
Filing History
6 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$151M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| +14.8% |
| +14.9% |
| +8.6% |
| Total Accounts | 265 | +1.9% | +3.6% | +2.9% |
| Avg Account Size | $571,016.385 | +12.7% | +10.8% | +5.5% |
| Employees | 3 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $50M | +14.8% | +14.9% | +8.6% |
Client AUM Segments | |||||
| Wealth AUM | $150M | +18.1% | +15.7% | +8.3% | |
| Institutional AUM | $2M | 66.9% | 20.6% | — | — |
Client Count Segments | |||||
| HNW Clients | 23 | 8.0% | 5.2% | +6.8% | |
| Individuals | 49 | +6.5% | +8.8% | +4.9% | |