NORTH WOODS WEALTH MANAGEMENT

412 Franklin Street
Buffalo, New York 14202
Tel: 716.220.8497

About NORTH WOODS WEALTH MANAGEMENT

NORTH WOODS WEALTH MANAGEMENT, formally registered with the SEC as NORTH WOODS WEALTH MANAGEMENT. The firm was established in 04/26/2019. They have over 1 offices throughout the country.

NORTH WOODS WEALTH MANAGEMENT is a Buffalo, New York based Financial Planning firm with nearly $64,838,489 assets under management, offering retirement planning & investment advisory services to 409 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	226575
SEC#	801-115081
Assets Managed by Firm	$64,838,489
No. of Clients	409
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	409	$64,838,489
Individuals (other than high net worth individuals)	137	$42,133,032
High net worth individuals	10	$20,710,866
Charitable organizations	Fewer than 5 clients	$212,431
Corporations or other businesses	Fewer than 5 clients	$1,782,160

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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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