Woven Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$23,298,260
Clients
65
35% high-net worth
Advisors
1
of 1 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
65
Very HighAverage account size
$358,435
About
Woven Capital works with individuals, families, select high‑net‑worth clients and tax‑exempt organizations to provide fee‑only financial planning and investment advisory services, offered on an as‑needed, fixed‑fee, ongoing subscription, or asset‑based basis. Its services include comprehensive financial plans, retirement and tax‑aware planning, and implementation or referral to independent managers for portfolio management.
The firm follows an evidence‑based, asset‑class‑driven investment approach, implementing strategic asset allocations primarily through institutional mutual funds (including Dimensional Fund Advisors), ETFs, certificates of deposit and fixed‑income instruments, and it can incorporate environmental sustainability screens when clients request them. Portfolios are monitored and periodically rebalanced, and investment advice is delivered through individualized investment policy statements with ongoing oversight.
A distinctive feature of Woven Capital is that it reports $0 in discretionary assets under management and $23,298,260 in non‑discretionary AUM, so it generally requires client approval for each trade — an uncommon arrangement among solo independent advisors. The firm also highlights sustainability‑oriented fund options, provides services and separate fee schedules for tax‑exempt organizations, does not accept custody, and executes client trades on an individual rather than block‑trading basis while using custodial platforms such as Charles Schwab and Betterment Institutional.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Charitable giving & philanthropy
Fee options
Fixed fees ranging from $1,500 to $12,000 for initial financial planning and consultation services.
$0 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.70% $5,000,001+: 0.50%
$250 to $450 per hour billed in 15-minute increments.
Ongoing financial planning and consulting services fees range from $2,400 to $24,000 annually.
Fee-only: Hourly fees $250 to $450 per hour; Fixed fees $1,500 to $12,000 initial planning; Ongoing planning fees $2,400 to $24,000 annually; Fees are negotiable and may be discounted.
Main office location
Woven Capital, LLC
1800 Pine St., Suite A
Redding CA 96001, United States
Number of offices
1
Most active in
Woven Capital, LLC has reported serving >5 clients in these states in the last 12 months.
California · Oregon
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")