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North Woods Asset Management LLC

● SEC registered since 2019CRD 226575SEC# 801-115081Buffalo, NY
Export (members)
Reg. AUM
$150.4M
Employees
2
Accounts
679
Location
Buffalo, NY

North Woods Asset Management LLC assets under management

North Woods Asset Management LLC is a registered investment adviser overseen by the SEC based in Buffalo, NY. The firm has been registered since 2019. It reports $150.4 million in regulatory assets under management and employs 2 people.

North Woods Asset Management LLC owners & executives

3 reported
NameTitleOwnershipSince
Jeremy Tilton Wadsworth ControlManaging Member/Cco25-50%2018
William Barrett Wadsworth ControlPrincipal25-50%2015
William Tilton Wadsworth ControlPrincipal10-25%2015

Frequently asked questions

How much does North Woods Asset Management LLC manage?

North Woods Asset Management LLC reports $150.4 million in regulatory assets under management on its Form ADV.

How many employees does North Woods Asset Management LLC have?

North Woods Asset Management LLC reports 2 employees.

Where is North Woods Asset Management LLC located?

North Woods Asset Management LLC is based in Buffalo, NY and has been SEC-registered since 2019.

Does North Woods Asset Management LLC disclose fund performance?

North Woods Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address977 Delaware Ave, Buffalo, NY 14209
Phone716.220.8497
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$150.4M▲ 101%
Mar '25 — $74.8MApr '25 — $74.8MMay '25 — $74.8MJun '25 — $74.8MJul '25 — $74.8MAug '25 — $74.8MSep '25 — $74.8MOct '25 — $74.8MNov '25 — $74.8MDec '25 — $74.8MJan '26 — $74.8MFeb '26 — $74.8MMar '26 — $150.4MApr '26 — $150.4MMay '26 — $150.4MJun '26 — $150.4M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$150.4Mregulatory AUM
Discretionary $150.4M