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Thomas Edward Space

Redwood Private Wealth

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About Thomas Edward Space

Thomas Space is a financial advisor at Redwood Private Wealth, with over 20 years of experience in the financial services industry. Thomas is a Certified Financial Planner™ and holds Series 6, 26, and 63 licenses. He is registered to provide investment advice in New Hampshire. Thomas has experience working with high-net-worth individuals, corporations, and individuals other than high-net-worth.

Firm Information

Thomas Space is currently registered with Redwood Private Wealth. Redwood Private Wealth is an independent wealth management firm based in Phoenix, Arizona. The firm provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses. They have approximately $267.6 million in regulatory assets under management and are registered with the Securities and Exchange Commission (SEC). The firm specializes in serving high net worth individuals, with a focus on assisting clients in achieving their long-term financial goals.
Redwood Private Wealth

3930 E. RAY ROAD

PHOENIX, AZ 85044

$267.56M

Assets Under Management

Not reported

Total Clients

49

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Thomas Space’s Registration & Firm History

AZ

07/07/2021 - Present

Redwood Private Wealth (PHOENIX AZ)

IN

05/27/2004 - 05/18/2005

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

CT

08/13/1998 - 06/16/2004

WS GRIFFITH SECURITIES, INC. (HARTFORD CT)

MA

03/01/1996 - 08/21/1998

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NA

08/18/1993 - 03/01/1996

G. R. PHELPS & CO., INC.

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Licenses & Designations

BC

Issued 08/17/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/08/1999

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 08/17/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Edward Space.
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