AdvisorCensus / Financial advisors / Ohio / Cleveland / Woodland Wealth Partners
Woodland Wealth Partners is an SEC-registered investment advisory firm in Pepper Pike, OH, registered since 2026, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 28, 2026.
Quick answers
From the filingHow is Woodland Wealth Partners compensated?
On its Form ADV (Item 5.E, October 2026), Woodland Wealth Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
How much does Woodland Wealth Partners charge?
Its Form ADV Part 2A brochure dated July 28, 2026 states: Up to $1,000,000: 1% a year; $1,000,001 to $5,000,000: 0.75% a year; $5,000,001 to $10,000,000: 0.6% a year; Above $10,000,001: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Woodland Wealth Partners located?
Woodland Wealth Partners' principal office is in Pepper Pike, OH, according to its Form ADV.
Is Woodland Wealth Partners registered with the SEC or a state?
Woodland Wealth Partners is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340877.
How much does Woodland Wealth Partners manage?
Woodland Wealth Partners reports $711,911,936 in regulatory assets under management in its Form ADV filing dated July 28, 2026 (100% discretionary).
What types of clients does Woodland Wealth Partners serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (124); individuals (other than high net worth individuals) (94).
Which custodians does Woodland Wealth Partners use?
Woodland Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab as a custodian holding 10% or more of its separately managed account assets.
Does Woodland Wealth Partners report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/340877
Does Woodland Wealth Partners state an account minimum?
Its Form ADV Part 2A brochure dated July 28, 2026 says: "At our sole discretion, fees may be negotiable based on factors such as account complexity or other circumstances. We generally require a minimum account size of $500,000, but this too may be negotiated on a case-by-case basis."
What changed in Woodland Wealth Partners' recent Form ADV filings?
In the August 2026 filing data: Registered or notice-filed in FL, IL, MA, NY.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $1,000,000 | 1% |
| $1,000,001 to $5,000,000 | 0.75% |
| $5,000,001 to $10,000,000 | 0.6% |
| Above $10,000,001 | 0.5% |
The brochure's wording
In some cases, we may offer a tiered fee schedule as illustrated below. A tiered fee schedule is designed to offer a discounted fee on each tier of assets we manage.
Tier Assets Under Management Annual Fee 1 First $1,000,000 1% 2 $1,000,001 - $5,000,000 .75% 3 $5,000,001 - $10,000,000 .60% 4 $10,000,001+ .50%
Account minimum: $500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
At our sole discretion, fees may be negotiable based on factors such as account complexity or other circumstances. We generally require a minimum account size of $500,000, but this too may be negotiated on a case-by-case basis.
As stated in the firm's Form ADV Part 2A brochure dated July 28, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$711,911,936 as of October 2026, filing dated July 28, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- Cvna, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 4. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- August 2026
- Registered or notice-filed in FL, IL, MA, NY.
- May 2026
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Woodland Wealth Partners (CRD 340877): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/woodland-wealth-partners-pepper-pike-oh-340877