North Woods Wealth Management

North Woods Wealth Management (CRD# 226575) is a financial advisory firm headquartered in Buffalo, NY. They manage $64,838,489 in 409 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
412 Franklin Street, Buffalo, NY 14202
http://www.north-woods.com
By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    409
    ACCOUNTS
  • Average Account Value
    $158,529
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at North Woods Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Jeremy Wadsworth, financial advisor Buffalo NY
Jeremy T. Wadsworth
CRD#: 6890192
412 Franklin Street, Buffalo, NY 14202

Jeremy Wadsworth (CRD# 6890192) is an Investment Advisor Representative working at North Woods Wealth Management in Buffalo, NY and has 1 year of experience in the finance industry.

2
William Wadsworth, financial advisor Buffalo NY
William B. Wadsworth
CRD#: 5621720
412 Franklin Street, Buffalo, NY 14202

William Wadsworth (CRD# 5621720) is an Investment Advisor Representative working at North Woods Wealth Management in Buffalo, NY and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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