Woodland Wealth Advisors

Overview

Woodland Wealth Advisors is a small, equity-focused registered investment adviser organized as a limited liability company and owned by an individual. The firm concentrates on portfolio management for individuals and small business clients and bills for its services as a percentage of assets under management. Its activity profile on the ADV shows a clear preference for liquid, exchange-traded investments while also using traditional mutual funds and a limited allocation to private placements and real estate deals. With a client base of 16 households and all assets managed on a discretionary basis, Woodland runs a compact book that favors straightforward equity exposure. The firm is not positioned as a multi-state or pension consultant, and it does not identify as an active ESG investor. Custody and execution are centralized through Charles Schwab & Co., Inc., which suggests Woodland leans on a major custodian platform for trade execution, reporting and operational support.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices