Woodland Wealth Advisors
RIASEC Registered
Total AUM
$10.3M
Discretionary
$10.3M
100% of AUM
Avg account
$646K
Accounts
16
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 328264
- Website
- woodlandwealthadv.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI67.16%
- Individuals32.84%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Woodland Wealth Advisors is an independent RIA organized as a limited liability company and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and bills clients on a percentage-of-AUM basis. It serves private clients and families rather than institutional plans, does not identify as an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents3%
- Derivatives2%
Contacts
2 of 2Holli Howatson
Investment Adviser RepresentativeCRD 2739272
James Howatson
Investment Advisor RepresentativeCRD 7888400
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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