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North Woods Wealth Management

North Woods Wealth Management. CRD 226575

North Woods Wealth Management logo

CRD: 226575

North Woods Wealth Management

Buffalo, NY, 14209
7162208497
www.north-woods.com
$150.4M Total AUM
$150.4M Disc. AUM
38.7% 3Y CAGR
2 Employees
194 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
LegacySummit alpha +more
Established Date
08-01-2015
Office Locations
1

Office Locations

977 Delaware AVE Buffalo NY

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.

Team overview

35 AVG AGE
$75.2M AVG AUM / ADVISOR
$775.2K AVG AUM / CLIENT
5.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Frontier Harbor delta Timber delta

Client Personas

Beacon signal Harbor

Custodian

Ember Ember Radial frontier Harbor Vertex beacon Zenith timber

Investment Themes

Radial unison Quantum peak Element quantum

Investment Vehicles

Foundation Ridge unison

Platform

Oak Ember bridge Crest capital

Services

Crest legacy Glacier North catalyst Catalyst signal Ridge Matrix harbor Legacy Ridge Ridge capital

Technology

Legacy value Value North timber

Owner & Executives

Jeremy Tilton Wadsworth

Jeremy Tilton Wadsworth

Chief Compliance Officer, Chief Investment Officer, Managing Member

CRD
#6890192
Ownership
25% but less than 50%
(222) 792-5367
pathway.meridian@radialcapital.com
in linkedin.com/in/pioneer-unison
WILLIAM BARRETT WADSWORTH

WILLIAM BARRETT WADSWORTH

Broker, PRINCIPAL

CRD
#5621720
Ownership
25% but less than 50%
(666) 673-7336
eagle.vital@vectorcapital.com
in linkedin.com/in/fusion-foundation
R

Ridge harbor

Insight vector pathway

CRD
#14423
Ownership
45.6%
(855) 659-5194
delta.catalyst@northcapital.com
in linkedin.com/in/quantum-timber

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Contacts

Frederick Raymond Fadel

Frederick Raymond Fadel

--

CRD
#2003217
(724) 836-2534
glacier.matrix@peakcapital.com
in linkedin.com/in/north-harbor

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-14-2022
07-10-2023
03-13-2024
07-02-2025
03-14-2026
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

Total SMA Asset: $150,393,137

$150.4M Total SMA
Equity - Exchange:
24.8%
Public Funds:
11.9%
U.S. Government/Agency:
24.1%
Cash:
21.0%
Municipal Bonds:
18.2%
Asset class Assets Assets %
Equity - Exchange $204,961,026 24.8%
Public Funds $98,348,234 11.9%
U.S. Government/Agency $199,175,836 24.1%
Cash $173,555,708 21.0%
Municipal Bonds $150,414,947 18.2%
Total $826,455,751 100.0%

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