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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-12-2024
- Office Locations
- 1
Office Locations
About Woodland Wealth Advisors
Woodland Wealth Advisors is a Washington-based RIA focused on retirement-income planning, using a covered-call strategy designed to generate consistent portfolio cash flow while aiming to protect principal and avoid annuity lockups. The firm provides personalized consultations and tailored income plans for retirees and inheritors, and primarily implements portfolios with ETFs, custodied at Charles Schwab.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
HOLLI ANN HOWATSON
Chief Compliance Officer, Managing Member
- CRD
- #2739272
- Ownership
- 50% but less than 75%
James Ronald Howatson
Investment Advisor Representative
- CRD
- #7888400
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,333,585 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,333,585 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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