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William Barrett Wadsworth

NORTH WOODS ASSET MANAGEMENT LLC·BUFFALO, New York
SIE, Series 6, Series 63, Series 65Clean record4 years registeredNORTH WOODS ASSET MANAGEMENT LLC
412 FRANKLIN STREET, BUFFALO, NY 14202CRD# 5621720Firm CRD# 226575

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Barrett Wadsworth · BUFFALO, NY
Registration
CRD #5621720 · NORTH WOODS ASSET MANAGEMENT LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

NORTH WOODS WEALTH MANAGEMENT
Dec 2021 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Series 65
Registration record
First registered · December 2, 2021
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NORTH WOODS ASSET MANAGEMENT LLC
CRD 226575 · SEC 801-115081
AUM
$65M
Regulatory assets under management
Employees
2
409 client accounts
Services offered by NORTH WOODS ASSET MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NORTH WOODS ASSET MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does William Barrett Wadsworth offer?
William Barrett Wadsworth specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BUFFALO, New York for a consultation.
What are William Barrett Wadsworth's credentials?
William Barrett Wadsworth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Barrett Wadsworth located?
William Barrett Wadsworth is based in BUFFALO, New York, working with NORTH WOODS ASSET MANAGEMENT LLC. Their office serves clients in the BUFFALO metropolitan area and surrounding communities.
How does William Barrett Wadsworth charge for services?
William Barrett Wadsworth's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTH WOODS ASSET MANAGEMENT LLC?
NORTH WOODS ASSET MANAGEMENT LLC has approximately 2 employees and manages $65M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NORTH WOODS ASSET MANAGEMENT LLC

Jeremy Tilton Wadsworth
BUFFALO, NY

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