# 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.

- CRD: 340877
- Filed as: WOODLAND WEALTH PARTNERS
- Legal name: Cvna, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pepper Pike, OH
- Filing period: October 2026
- Form ADV filing dated: July 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340877
- AdvisorCensus page: https://advisorcensus.com/firm/woodland-wealth-partners-pepper-pike-oh-340877

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated July 28, 2026)

- 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

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab

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.

### Regulatory assets under management (Item 5.F)
- Total: $711,911,936
- Discretionary: $711,911,936
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 94 | $45,963,992 |
| High net worth individuals | 124 | $644,641,204 |
| Charitable organizations | Fewer than 5 | $20,905,708 |
| Corporations or other businesses not listed above | Fewer than 5 | $401,032 |

### 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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL, MA, NY, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [woodlandwealthpartners.com](https://woodlandwealthpartners.com)

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Woodland Wealth Partners (CRD 340877): Form ADV filing data as of October 2026.