Northwood Wealth Management, LLC

RIASEC Registered
Total AUM
$16.2M
Discretionary
$16.2M
100% of AUM
Avg account
$492K
Accounts
33
Employees
2
Advisory reps
2

Firm details

Headquarters
Schaumburg, Illinois
CRD number
330088
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI94.87%
  • Individuals5.13%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Northwood Wealth Management, LLC is an independent registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm offers financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers — the latter signaling a willingness to allocate to third‑party managers. Northwood bills on a percentage‑of‑AUM basis and also uses hourly and fixed fees for some engagements. The adviser identifies as an active ESG investor and lists an accountant among its industry affiliations. As a capital allocator, Northwood blends discretionary portfolio management with adviser‑of‑advisers work: it constructs and manages separate account strategies while sourcing external funds and specialists where appropriate. The firm is not a multi‑state adviser and is not newly formed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 79%, Public Funds/Mutual Funds 9%, US Government Bonds 5%, State & Local Bonds 4%, Investment Grade Corp Bonds 3%79%
  • Exchange Traded Equities79%
  • Public Funds/Mutual Funds9%
  • US Government Bonds5%
  • State & Local Bonds4%
  • Investment Grade Corp Bonds3%

Owners & executives

1 of 1
  • Christopher Parks

    Christopher Parks

    Managing Member And Chief Compliance OfficerCRD 6504785

Contacts

1 of 1
  • Erikh Paradise

    MemberCRD 7864406

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Schaumburg, IL

Cook

Location

Schaumburg, IL

Headquartered in Schaumburg, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
1005 W Wise Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth