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NORTH WOODS WEALTH MANAGEMENT

NORTH WOODS ASSET MANAGEMENT LLC

CRD 226575 · SEC 801-115081

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977 DELAWARE AVE, BUFFALO, NY, 14209, United States

Phone

716.220.8497

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$150.4M

Discretionary AUM

$150.4M

Team

2 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-14

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals149$53.4M
High net worth individuals45$95.1M

States served

NY

All web addresses on file

Official SEC filing: View on IAPD