# Wood River Consulting

> Wood River Consulting is a state-registered investment advisory firm, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 3, 2026.

- CRD: 298095
- Filed as: WOOD RIVER CONSULTING
- Legal name: Wood River Consulting, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: February 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/298095
- AdvisorCensus page: https://advisorcensus.com/firm/wood-river-consulting-298095

## Quick answers

**How is Wood River Consulting compensated?**
On its Form ADV (Item 5.E, October 2026), Wood River Consulting reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Wood River Consulting registered with the SEC or a state?**
Wood River Consulting is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 298095.

**How much does Wood River Consulting manage?**
Wood River Consulting reports $10,000,000 in regulatory assets under management in its Form ADV filing dated February 3, 2026 (100% discretionary).

**What types of clients does Wood River Consulting serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (42); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Wood River Consulting 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/298095

## 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: $10,000,000
- Discretionary: $10,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $6,000,000 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $4,000,000 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, ID, MA, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- woodriverconsulting.com
- LinkedIn @steven-sundberg-5abbb77

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wood River Consulting (CRD 298095): Form ADV filing data as of October 2026.