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Northwood Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$16,240,269
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
15
67% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
15
LowAverage account size
$1,082,685
About
Northwood Wealth Management, LLC is a small, SEC‑registered advisory firm that serves individuals, high‑net‑worth clients, trusts, estates, and retirement plans. It offers comprehensive financial planning, discretionary portfolio management, and pension consulting, and manages roughly $16.24 million in discretionary assets for a limited client base.
The firm provides tailored, discretionary investment management using asset allocation strategies implemented either in‑house or through sub‑advisers and third‑party model providers, and it relies on both fundamental and technical analysis depending on the model. Northwood Wealth also offers services such as direct indexing, tax analysis as part of planning, and the use of AI tools for meeting transcription and portfolio support, all of which the firm discloses as operational and investment risks.
A notable characteristic of the firm is its affiliation with an accounting practice—Paradise and Associates, LLC—where one of the firm’s principals maintains outside employment and may refer or coordinate accounting services for clients; clients are not required to use the affiliated accounting services. The firm’s recent formation in 2024, small client roster, and explicit disclosures around direct indexing and AI use distinguish its operating model from many peers in the supported‑advisor category.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
General retirement planning
General tax planning
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Retired
Founder/Business Owner
Fee options
Financial planning fixed fee up to $10,000 per plan
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.15% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% Over $10,000,000+: 0.75%
Up to $400 per hour for financial planning services
Account minimum: $1,000,000 Minimum fee: Financial planning fixed fee up to $10,000 per plan Fee-only: Financial planning fixed fees and hourly fees up to $400/hr
Main office location
Northwood Wealth Management, LLC
1005 W. Wise Road, Suite 200
Schaumburg IL 60193, United States
Number of offices
1
Most active in
Northwood Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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