$6.0M Total AUM
$6.0M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
20 yrs Firm Age
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- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- VitalWave ember
- Established Date
- 01-03-2006
- Office Locations
- 1
Office Locations
66 Townsend AVE Boothbay Harbor ME
About Northwoods Wealth Management
Northwoods Wealth Management is a Boothbay Harbor-based RIA. The firm has been operating for 20 years. Managing $6.0M in total assets under management, with 1 advisory representatives. They custody assets with LPL Financial. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$6.0M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
20.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Glacier zenith Ridge Oak frontier
Client Personas
Capital radial
Custodian
Wave Radial Vertex fusion Meridian radial Optima
Investment Themes
Beacon
Investment Vehicles
Focus
Services
Capital pathway Quantum Glacier Pathway Legacy momentum Atlas Signal
Technology
Summit Ridge
Owner & Executives
A
ADAM P MAGUIRE
President, Registered Investment Adviser
- CRD
- #2997497
- Ownership
- 75% or more
(623) 401-1716
oak.atlas@pathwaycapital.com
in linkedin.com/in/fusion-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,000,000
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $8,793,970,655 | 100.0% |
| Total | $8,793,970,655 | 100.0% |