SEC Form ADV

NORTH WOODS WEALTH MANAGEMENT

Registered Investment AdviserNY
$150.4M
Assets Under Management
679
Total Clients
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Registration Details

Accession
CRD-226575
Location
BUFFALO, NY
Filing Date
March 14, 2026
AUM
$150.4M
Total Clients
679
Amendment
No

About this Adviser

NORTH WOODS WEALTH MANAGEMENT is a registered investment adviser headquartered in BUFFALO, NY, managing approximately $150.4M in assets across 679 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.