RIA Intel›Advisers›California›NORTHWOODS FINANCIAL PARTNERS LLC

NORTHWOODS FINANCIAL PARTNERS LLC

Advisory

HERMOSA BEACH, CA

Data as of Jul 28, 2026 · Source: SEC Form ADV

Rank in CA

#5,314

of 5,480 advisers by AUM

Average account

$176K

across 4 accounts

AUM per adviser

$353K

2 advisers

Source: SEC Form ADV. Figures as filed Jul 28, 2026.

Total AUM

$705K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$705K

Discretionary AUM$668K

Non-Discretionary AUM$37K

Discretionary %94.8%

Total Clients4

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

4 clients

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

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

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