WOODLAND WEALTH PARTNERS

Overview

Woodland Wealth Partners LLC is a newly formed registered investment adviser that listed SEC registration in 2026 and is organized as a limited liability company under individual ownership. The firm’s stated advisory activities focus on financial planning and portfolio management for individuals, small businesses, and business or institutional clients. Its fee model combines a percentage-of-assets approach with the potential for performance-based fees, which indicates it plans to offer both traditional asset-based advisory relationships and arrangements tied to investment performance. The firm does not identify itself as an active ESG investor and is not registered as a multi-state adviser. It also does not list pension consulting or capital-allocation services among its activities. Given the mix of planning and portfolio management services, Woodland Wealth Partners appears positioned to deliver discretionary and non-discretionary portfolio oversight alongside comprehensive planning for private clients and smaller institutional accounts.

Assets & Accounts

Location & Offices