Woodgreen Advisory, LLC

Overview

Woodgreen Advisory, LLC is a small, owner-operated investment adviser that manages portfolios for individuals and small businesses. The firm operates on a percentage‑of‑AUM fee model and describes its core activities as portfolio management and the selection of other advisers, which indicates a hybrid approach that combines direct portfolio oversight with outsourcing to third‑party managers when appropriate. Woodgreen functions as a capital allocator for its clients rather than a boutique concentrated equity shop: its public-market exposure is delivered largely through pooled vehicles and its private-market exposure through third‑party real estate managers. The firm does not position itself as an ESG investor and is not organized as a multi‑state adviser. It maintains an affiliation with an insurance company, which aligns with the presence of annuity products in client portfolios. Given its client focus and size, the practice emphasizes personalized relationships and delegating specialized strategies to external managers when necessary.

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Public Holdings

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Location & Offices