SourcingSourcing

REDWOOD FAMILY WEALTH LLC

C42
CRD 334013·SEC 801-131810·ADDISON, TX
AUM
$258.5M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$776K
@ 30% margin
Est. Deal Value
$6.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
REDWOOD FAMILY WEALTH LLC
CRD
334013
SEC file #
801-131810
EIN
331593241
DBA names
—

Economics

AUM
$258.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$221.7M → $258.5M▲ +17%
Client mix
Individuals Other164
Individuals High Net Worth62
Pension Profit Sharing Plans7
Charitable Organizations2

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
ADDISON TX
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
redwoodfamilywealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EISENHARD WEALTH MANAGEMENT LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
EISENHARD WEALTH MANAGEMENT LLC
PJB INVESTMENT ADVISORS, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
REDWOODFAMILYWEALTH.COM
Rdap Domain Creation Date
2023-01-17T21:21:34Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002116118
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-03-06
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001172661-26-001822

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.246
Soi Zip Pct 200k Plus
0.08
Soi Zip Returns 200k Plus
800
Soi Zip Total AGI
1,103,238
Fdic Zip Total Deposits
27,282,279,000
Fdic Zip Branch Count
334
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Liberty Capital Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (26)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Raymond James4
E*trade4
Edgar Addresses
Mailing
15455 DALLAS PKWY STE 1080ADDISON, TX 75001
Business
15455 DALLAS PKWY STE 1080ADDISON, TX 75001
Edgar EIN
331593241
Edgar Recent Filings
13F-HR2026-05-14 · 0001172661-26-001822
13F-HR2026-03-06 · 0001172661-26-001335
Fdic Zip Branches Raw
Equitable BankAddison, TX
Addison National BankAddison, TX
Fdic Zip HHI
823.31
Fdic Zip Top Bank Share Pct
17.91
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-17T21:21:34Z
Rdap Domain Last Changed
2025-01-13T21:46:57Z
Rdap Nameservers
Ns73.domaincontrol.comNs74.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
AGI29,474
Returns2,200
Stub 2
AGI86,786
Returns2,310
Stub 3
AGI118,923
Returns1,930
Soi Zip Total Business Income
19,549
Soi Zip Total Cap Gains
85,576
Soi Zip Total Dividends
51,323
Soi Zip Total Returns
10,000
Trust Company Affiliate
No

People (2)

2
Eisenhard, Eric, F
IAR · Executive Officer · 2.5%
6691352
Philip Jeffrey Brooks
IAR
835586