RIA Intel›Advisers›Illinois›NORTHWOOD WEALTH MANAGEMENT, LLC

NORTHWOOD WEALTH MANAGEMENT, LLC

Advisory

SCHAUMBURG, IL

Data as of Feb 18, 2026 · Source: SEC Form ADV

Rank in IL

#1,463

of 1,719 advisers by AUM

Average account

$492K

across 33 accounts

AUM per adviser

$16M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$16M

Discretionary AUM$16M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients20

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

20 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

BUCK ADVISORY LLC

$16M

FAMILY FIRST WEALTH MANAGEMENT, LLC

$16M

VAN METER ASSOCIATES, LLC

$16M

RIVERWALK CAPITAL PARTNERS, LLC

$16M

EMERALDSPARK INVESTMENTS, LLC

$16M

DLS CAPITAL MANAGEMENT LLC

$16M

Get the full picture on NORTHWOOD WEALTH MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track NORTHWOOD WEALTH MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans