Tanya Koreen Steinhofer
Investment adviser representative at Redwood Grove Wealth Management
17 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$151.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Redwood Grove Wealth Management LLCMay 2009 to now
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Redwood Grove Wealth Management
Legal name: Redwood Grove Wealth Management LLC
$151.3MAssets managed
72Clients
2Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4012338
- Firm CRD
- 150667