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Redwood Wealth Management LLC Employee Directory

Investment ManagementNorth Carolina, United States2-10 Employees

Redwood Wealth Management LLC operates in the investment management industry with a client-first approach. The firm was founded by Benjamin Lincoln and Daniel Preslar after they left large Wall Street firms in 2007 to pursue independent thinking free from proprietary products and sales quotas. As an employee-owned company, it emphasizes independence and high ethical standards, placing exclusive loyalty to its clients at the core of its ethos.

Based in Charlotte, North Carolina, Redwood Wealth positions itself as an alternative to larger financial services firms, aiming to minimize corporate conflicts of interest and provide guidance aligned with clients' interests. The firm emphasizes trust as a central value and describes its service model as focused on loyalty to clients, supported by a small team.

Find Redwood Wealth Management LLC employees' phone numbers or email addresses

Redwood Wealth Management LLC Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Redwood Wealth Management LLC's Leadership

  • Stylized image of a person
    A. T.
    President And Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. K.
    Director Of Wealth Management
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. M.
    Director Of Operations
    Phone icon
    Mobile Phone

Redwood Wealth Management LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Accounting
  • Administrative
  • Other

Contact profiles from Redwood Wealth Management LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. T.
    President And Chief Executive Officer
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    J. K.
    Director Of Wealth Management
    Phone icon
    Mobile Phone
    Apr 15, 2026
  • Stylized image of a person
    L. M.
    Director Of Operations
    Phone icon
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Redwood Wealth Management LLC known for?

Minus sign iconPlus sign iconRedwood Wealth Management LLC was founded in 2007 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-310-545-****
. Explore Redwood Wealth Management LLC's company overview page for more information.

What is Redwood Wealth Management LLC's most common email format?

Minus sign iconPlus sign iconRedwood Wealth Management LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Redwood Wealth Management LLC email formats with LeadIQ.

How many employees does Redwood Wealth Management LLC have currently?

Minus sign iconPlus sign iconRedwood Wealth Management LLC has approximately 7 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Redwood Wealth Management LLC's key employees and leadership?

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As of July 2026, Redwood Wealth Management LLC's key employees include:

  • President And Chief Executive Officer: A. T.
  • Director Of Wealth Management: J. K.
  • Director Of Operations: L. M.

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