Overview
Assets Under Management: $150 million
Headquarters: BUFFALO, NY
High-Net-Worth Clients: 45
Average Client Assets: $2.1 million
Frequently Asked Questions
NORTH WOODS WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #226575), NORTH WOODS WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
NORTH WOODS WEALTH MANAGEMENT is headquartered in BUFFALO, NY.
NORTH WOODS WEALTH MANAGEMENT serves 45 high-net-worth clients according to their SEC filing dated March 14, 2026. View client details ↓
According to their SEC Form ADV, NORTH WOODS WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
NORTH WOODS WEALTH MANAGEMENT manages $150 million in client assets according to their SEC filing dated March 14, 2026.
According to their SEC Form ADV, NORTH WOODS WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.26%
Average Client Assets: $2.1 million
Total Client Accounts: 679
Discretionary Accounts: 679
Regulatory Filings
CRD Number: 226575
Filing ID: 2070941
Last Filing Date: 2026-03-14 15:04:07