NORTH WOODS ASSET MANAGEMENT LLC
Legal name: NORTH WOODS WEALTH MANAGEMENT
CRD #226575 SEC #801-115081 BUFFALO, NY 716.220.8497
SEC Registered
Total AUM
$74.8M
Discretionary
$74.8M
Employees
2
Clients
0
Accounts
435
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $74.8M | $74.8M | $0 | 2 | 0 |
| Mar 2025 | $74.8M | $74.8M | $0 | 2 | 0 |
| Mar 2024 | $64.8M | $64.8M | $0 | 2 | 0 |
| Jul 2023 | $53M | $52.6M | $437K | 2 | 0 |
| Mar 2023 | $53M | $52.6M | $437K | 2 | 0 |
| Oct 2022 | $49.2M | $48.5M | $643.1K | 2 | 0 |
| Jun 2022 | $49.2M | $48.5M | $643.1K | 2 | 0 |
| Mar 2022 | $49.2M | $48.5M | $643.1K | 2 | 0 |
| Sep 2021 | $35.2M | $35.2M | $0 | 3 | 0 |
| Mar 2021 | $35.2M | $35.2M | $0 | 3 | 0 |
| Jun 2020 | $26.5M | $26.2M | $276.9K | 3 | 0 |
| Mar 2020 | $26.5M | $26.2M | $276.9K | 3 | 0 |
| Mar 2019 | $27.6M | $20.8M | $6.9M | 3 | 0 |
DateJul 2025
Total AUM$74.8M
Discretionary$74.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$74.8M
Discretionary$74.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$64.8M
Discretionary$64.8M
Non-Disc.$0
Employees2
Clients0
DateJul 2023
Total AUM$53M
Discretionary$52.6M
Non-Disc.$437K
Employees2
Clients0
DateMar 2023
Total AUM$53M
Discretionary$52.6M
Non-Disc.$437K
Employees2
Clients0
DateOct 2022
Total AUM$49.2M
Discretionary$48.5M
Non-Disc.$643.1K
Employees2
Clients0
DateJun 2022
Total AUM$49.2M
Discretionary$48.5M
Non-Disc.$643.1K
Employees2
Clients0
DateMar 2022
Total AUM$49.2M
Discretionary$48.5M
Non-Disc.$643.1K
Employees2
Clients0
DateSep 2021
Total AUM$35.2M
Discretionary$35.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$35.2M
Discretionary$35.2M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$26.5M
Discretionary$26.2M
Non-Disc.$276.9K
Employees3
Clients0
DateMar 2020
Total AUM$26.5M
Discretionary$26.2M
Non-Disc.$276.9K
Employees3
Clients0
DateMar 2019
Total AUM$27.6M
Discretionary$20.8M
Non-Disc.$6.9M
Employees3
Clients0