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WOODLAND WEALTH PARTNERS

PEPPER PIKE, OH · CRD 340877 · IAPD ↗ · woodlandwealthpartners.com · 330-416-5509

$711.9MRegulatory AUM
2Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
August 2026 — WOODLAND WEALTH PARTNERS notice-filed in FL, IL, MA, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
August 2026 — WOODLAND WEALTH PARTNERS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
April 2026 — WOODLAND WEALTH PARTNERS (PEPPER PIKE, OH) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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