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NORTH WOODS WEALTH MANAGEMENT

BUFFALO, NY · CRD 226575 · IAPD ↗ · north-woods.com · 716.220.8497

$150.4MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — NORTH WOODS WEALTH MANAGEMENT reported RAUM up 101% ($74.8M -> $150.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2024 — NORTH WOODS WEALTH MANAGEMENT now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.