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WOODLANDS CAPITAL MANAGEMENT, LLC
CRD 202514
14121 LAKEVIEW DRIVE, CLIVE, IA, 50325, United States
Phone
917-664-1462
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$5.7M
Discretionary AUM
$5.7M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $161K |
| High net worth individuals | 3 | $5.5M |
All web addresses on file
Official SEC filing: View on IAPD