North Woods Wealth Management
North Woods Wealth Management is an SEC-registered mass-market adviser in Buffalo, NY with $150.4M assets under management (AUM, regulatory AUM), +101% over one year. See who owns North Woods Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 226575, SEC 801-115081, data through 2026-03-14.
- AUM (assets under management / regulatory AUM)
- $150.4M (2026-03-14)
- Firm type
- Mass-Market Adviser
- Location
- Buffalo, NY
- Employees
- 2
- Clients
- 194
- CRD
- 226575
- Ownership
- WADSWORTH, WILLIAM, BARRETT; WADSWORTH, WILLIAM, TILTON; Wadsworth, Jeremy, Tilton
How much AUM does North Woods Wealth Management have?
North Woods Wealth Management reported $150.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-14).
Who owns North Woods Wealth Management?
Disclosed owners and executives of North Woods Wealth Management include WADSWORTH, WILLIAM, BARRETT, WADSWORTH, WILLIAM, TILTON, Wadsworth, Jeremy, Tilton. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.