SourcingSourcing

REDWOOD WEALTH MANAGEMENT GROUP, LLC

A70
CRD 281741·SEC 801-106789·MEDFORD, NJ
AUM
$317.2M
$100M-$500M
Est. Revenue
$3.2M
@ 1% on AUM
Est. EBITDA
$952K
@ 30% margin
Est. Deal Value
$7.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
REDWOOD WEALTH MANAGEMENT GROUP, LLC
CRD
281741
SEC file #
801-106789
EIN
474989158
DBA names
—

Economics

AUM
$317.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$222.6M → $317.2M▲ +42%
Client mix
Individuals Other328
Individuals High Net Worth72
Pension Profit Sharing Plans11
Corporations10
Charitable Organizations2

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
MEDFORD NJ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesCommissions

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
redwoodwmg.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRIDGERS, SAMUEL, CLAY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
BRIDGERS, SAMUEL, CLAY
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
REDWOODWMG.COM
Rdap Domain Creation Date
2018-08-24T14:04:27Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
28,932
Form 5500 Compensation Trajectory 3y
202528,932
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
28,932
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001963839
Edgar Registered
Yes
Edgar Filing Count
16
Edgar First Filing Date
2023-02-01
Edgar Last Filing Date
2026-04-24
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2026-04-24
Accession0001963839-26-000004

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.475
Soi Zip Pct 200k Plus
0.2128
Soi Zip Returns 200k Plus
3,150
Soi Zip Total AGI
2,322,515
Fdic Zip Total Deposits
29,184,509,000
Fdic Zip Branch Count
408
Fdic Zip Top Banks
TD Bank, National Association
Commerce Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
400 STOKES RDPO BOX 1057MEDFORD, NJ 08055
Business
400 STOKES RDPO BOX 1057MEDFORD, NJ 08055
Edgar EIN
474989158
Edgar Recent Filings
13F-HR2026-04-24 · 0001963839-26-000004
13F-HR2026-02-03 · 0001963839-26-000002
Fdic Zip Branches Raw
Commerce Bank, National AssociationMedford, NJ
Commerce Bank, National AssociationMedford, NJ
Fdic Zip HHI
1341.09
Fdic Zip Top Bank Share Pct
31.16
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-08-24T14:04:27Z
Rdap Domain Last Changed
2025-09-18T17:08:38Z
Rdap Nameservers
Ns21.domaincontrol.comNs22.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI30,637
Returns2,860
Stub 2
AGI69,846
Returns1,870
Stub 3
AGI98,518
Returns1,590
Soi Zip Total Business Income
96,732
Soi Zip Total Cap Gains
105,293
Soi Zip Total Dividends
61,711
Soi Zip Total Returns
14,800
Top Owner CRD
1243406
Trust Company Affiliate
No

People (1)

1
BRIDGERS, SAMUEL, CLAY
Direct Owner · 87.5%
1243406