# Woodland Investment Consulting LLC

> Woodland Investment Consulting LLC is a state-registered investment advisory firm, registered since 2008, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated October 1, 2024.

- CRD: 147885
- Filed as: WOODLAND INVESTMENT CONSULTING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: October 1, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/147885
- AdvisorCensus page: https://advisorcensus.com/firm/woodland-investment-consulting-llc-147885

## Quick answers

**How is Woodland Investment Consulting LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Woodland Investment Consulting LLC reports these compensation arrangements: a percentage of assets under its management.

**Is Woodland Investment Consulting LLC registered with the SEC or a state?**
Woodland Investment Consulting LLC is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 147885.

**How much does Woodland Investment Consulting LLC manage?**
Woodland Investment Consulting LLC reports $34,682,925 in regulatory assets under management in its Form ADV filing dated October 1, 2024 (63% discretionary).

**What types of clients does Woodland Investment Consulting LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (42); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Does Woodland Investment Consulting 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/147885

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $34,682,925
- Discretionary: $21,893,238
- Non-discretionary: $12,789,687

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 42 | $21,893,238 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $12,789,687 |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 2008 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- woodlandinv.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Woodland Investment Consulting LLC (CRD 147885): Form ADV filing data as of October 2026.