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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-01-2015
- Office Locations
- 1
Office Locations
About North Woods Wealth Management
North Woods Wealth Management is a boutique, fiduciary wealth manager serving institutions, business owners, and high-net-worth individuals. The firm pairs sophisticated planning—cash-flow modeling and proactive tax planning—with math-based, data-driven portfolio management grounded in Modern Portfolio Theory and behavioral finance, using its proprietary Three Filter Approach and implementing with public funds and ETFs.
Reported data analysis
What the numbers show
Between July 2, 2025 and March 14, 2026, reported AUM increased 101.0%, from $74.8M to $150.4M.
Across 5 reported observations, AUM increased 205.8% between October 14, 2022 and March 14, 2026, from $49.2M to $150.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 194 clients, or 97 clients per representative. That equates to $775.2K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on March 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Investment Themes
- Investment Vehicles
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Owner & Executives
Jeremy Tilton Wadsworth
Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- #6890192
- Ownership
- 25% but less than 50%
WILLIAM BARRETT WADSWORTH
Broker, PRINCIPAL
- CRD
- #5621720
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $150,393,137 | $221,492 |
| Non-Discretionary | $0 | -- |
| Total | $150,393,137 | $221,492 |
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Separately Managed Accounts
SMA allocation detail is available
North Woods Wealth Management has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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