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NORTHWOOD WEALTH MANAGEMENT, LLC
CRD 330088
1005 W. WISE ROAD, SUITE 200, SCHAUMBURG, IL, 60193, United States
Phone
630-335-3792
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$16.2M
Discretionary AUM
$16.2M
Team
2 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $833K |
| High net worth individuals | 10 | $15.4M |
| Pension/profit sharing plans | 5 | $0 |
Official SEC filing: View on IAPD