# Woodland Wealth Advisors

> Woodland Wealth Advisors is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 328264
- Filed as: WOODLAND WEALTH ADVISORS
- Legal name: Howatson, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Washington
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328264
- AdvisorCensus page: https://advisorcensus.com/firm/woodland-wealth-advisors-328264

## Quick answers

**How is Woodland Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Woodland Wealth Advisors reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Woodland Wealth Advisors registered with the SEC or a state?**
Woodland Wealth Advisors is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 328264.

**How much does Woodland Wealth Advisors manage?**
Woodland Wealth Advisors reports $10,333,585 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**What types of clients does Woodland Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12); high net worth individuals (4).

**Does Woodland Wealth Advisors 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/328264

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $10,333,585
- Discretionary: $10,333,585
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $3,393,285 |
| High net worth individuals | 4 | $6,940,300 |
| 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) | 0 | $0 |
| 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

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

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Woodland Wealth Advisors (CRD 328264): Form ADV filing data as of October 2026.