Northwood Wealth Management, LLC

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