Benjamin Asher Lincoln
Investment adviser representative at Redwood Wealth Management, LLC
12 yearsExperience
6 statesRegistered in
$837MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Redwood Wealth Management, LLCNov 2014 to now
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 6 states (CA, LA, MI, NC, OH, TX).
Redwood Wealth Management, LLC
Legal name: Redwood Holdings, LLC
$837MAssets managed
243Clients
3Advisers
6 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
- 4701280
- Firm CRD
- 173916