Woodland Wealth Partners

RIASEC RegisteredEst. 2026

Total AUM

$712M

Discretionary

$712M

100% of AUM

Avg account

$1.3M

Accounts

568

Employees

Advisory reps

Firm details

Headquarters: Pepper Pike, Ohio
CRD number: 340877
Registered since: March 31, 2026
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI90.55%
Individuals6.46%
Charitable Organizations2.94%
Corporations / Businesses0.06%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Woodland Wealth Partners is an independent registered investment adviser organized as an LLC and registered with the SEC in 2026. The firm serves individuals and families, offering financial planning and discretionary portfolio management for both private clients and small businesses, with the capacity to manage portfolios for business or institutional clients as well. Compensation is primarily a percentage of assets under management, and the firm also uses performance-based fees. The adviser reports it is not an active ESG investor and is not operating as a multi-state or pension consultant. Ownership is listed as individual, and the firm describes itself as an independent RIA rather than a capital allocator or family office.