North Woods Wealth Management

Overview

North Woods Wealth Management is an independent registered investment adviser organized as a limited liability company and operating with an individual-owner structure. The firm serves individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its advisory model is fee-based, charging a percentage of assets under management alongside fixed fees for some engagements. Investment posture is equity‑tilted: the practice favors exchange‑traded equities as the primary building block of client portfolios while layering in mutual funds and third‑party alternative products where appropriate. North Woods is not positioned as a capital allocator or an active ESG investor and manages client relationships on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices