{
  "crd_number": 340877,
  "slug": "woodland-wealth-partners-pepper-pike-oh-340877",
  "primary_business_name": "WOODLAND WEALTH PARTNERS",
  "legal_name": "CVNA, LLC",
  "dbas": [],
  "city": "Pepper Pike",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "17410",
  "metro": {
    "cbsa_code": "17410",
    "common_name": "Cleveland",
    "msa_name": "Cleveland, OH",
    "path": "/advisors/oh/cleveland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-03-31",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-07-28",
  "carried_forward": false,
  "raum_total": 711911936.0,
  "raum_discretionary": 711911936.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 20905708.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 45963992.0,
      "count": 94
    },
    "high_net_worth_individuals": {
      "raum": 644641204.0,
      "count": 124
    },
    "corporations_other_businesses": {
      "raum": 401032.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "IL",
    "MA",
    "NY",
    "OH"
  ],
  "websites": [
    "https://woodlandwealthpartners.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/340877",
  "city_as_filed": "PEPPER PIKE",
  "url": "https://advisorcensus.com/firm/woodland-wealth-partners-pepper-pike-oh-340877",
  "display_name": "Woodland Wealth Partners",
  "summary": "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.",
  "citation": "AdvisorCensus. Woodland Wealth Partners (CRD 340877): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Woodland Wealth Partners compensated?",
      "a": "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."
    },
    {
      "q": "How much does Woodland Wealth Partners charge?",
      "a": "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."
    },
    {
      "q": "Where is Woodland Wealth Partners located?",
      "a": "Woodland Wealth Partners' principal office is in Pepper Pike, OH, according to its Form ADV."
    },
    {
      "q": "Is Woodland Wealth Partners registered with the SEC or a state?",
      "a": "Woodland Wealth Partners is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340877."
    },
    {
      "q": "How much does Woodland Wealth Partners manage?",
      "a": "Woodland Wealth Partners reports $711,911,936 in regulatory assets under management in its Form ADV filing dated July 28, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Woodland Wealth Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (124); individuals (other than high net worth individuals) (94)."
    },
    {
      "q": "Which custodians does Woodland Wealth Partners use?",
      "a": "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."
    },
    {
      "q": "Does Woodland Wealth Partners report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Woodland Wealth Partners state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Woodland Wealth Partners' recent Form ADV filings?",
      "a": "In the August 2026 filing data: Registered or notice-filed in FL, IL, MA, NY."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Registered or notice-filed in FL, IL, MA, NY."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 28, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $1,000,000",
        "rate": "1%"
      },
      {
        "band": "$1,000,001 to $5,000,000",
        "rate": "0.75%"
      },
      {
        "band": "$5,000,001 to $10,000,000",
        "rate": "0.6%"
      },
      {
        "band": "Above $10,000,001",
        "rate": "0.5%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "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%"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 1000000.0,
          "rate_pct": 1.0
        },
        {
          "min": 1000001.0,
          "max": 5000000.0,
          "rate_pct": 0.75
        },
        {
          "min": 5000001.0,
          "max": 10000000.0,
          "rate_pct": 0.6
        },
        {
          "min": 10000001.0,
          "max": null,
          "rate_pct": 0.5
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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%",
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab",
      "name_as_filed": "CHARLES SCHWAB",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/woodland-wealth-partners-pepper-pike-oh-340877.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 94,
      "fewer_than_5": false,
      "raum": 45963992.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 124,
      "fewer_than_5": false,
      "raum": 644641204.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 20905708.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 401032.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/340877",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}