# Northwoods Financial Partners LLC

> Northwoods Financial Partners LLC is a state-registered investment advisory firm in Hermosa Beach, CA, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 28, 2026.

- CRD: 332747
- Filed as: NORTHWOODS FINANCIAL PARTNERS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Hermosa Beach, CA
- Filing period: October 2026
- Form ADV filing dated: July 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332747
- AdvisorCensus page: https://advisorcensus.com/firm/northwoods-financial-partners-llc-hermosa-beach-ca-332747

## Quick answers

**How is Northwoods Financial Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Northwoods Financial Partners LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Northwoods Financial Partners LLC located?**
Northwoods Financial Partners LLC's principal office is in Hermosa Beach, CA, according to its Form ADV.

**Is Northwoods Financial Partners LLC registered with the SEC or a state?**
Northwoods Financial Partners LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 332747.

**How much does Northwoods Financial Partners LLC manage?**
Northwoods Financial Partners LLC reports $705,000 in regulatory assets under management in its Form ADV filing dated July 28, 2026 (95% discretionary).

**What types of clients does Northwoods Financial Partners LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4).

**Does Northwoods Financial Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/332747

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $705,000
- Discretionary: $668,000
- Non-discretionary: $37,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $705,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2024 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Northwoods Financial Partners LLC (CRD 332747): Form ADV filing data as of October 2026.