NORTH WOODS WEALTH MANAGEMENT
SEC RegisteredWelcome to North Woods
About the firm
North Woods is a boutique wealth management firm serving institutions, business owners, and high net worth individuals in a fiduciary capacity. Their goal is to combine sophisticated planning with math-based, data-driven portfolio management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Cash flow modeling, tax planning, and portfolio management using a proprietary Three Filter Approach based on Modern Portfolio Theory and academic-based investment strategies.
Who they serve
Institutions, business owners, and high net worth individuals
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 149 | $53M |
| High Net Worth Individuals | 45 | $95M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| 401K, 403B, & Profit Sharing - First | 0.25% |
| 401K, 403B, & Profit Sharing - Above | 0.10% |
Data as of March 14, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. NORTH WOODS WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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