Woodland Wealth Partners: new SEC registration, $712M AUM, Pepper Pike, OH
Woodland Wealth Partners (Pepper Pike, Ohio): new SEC registration, $712M AUM, Pepper Pike, OH. Its amount of 712 is top-decile (92nd percentile of 1,149 records). Dated 218 days ago, it serves as a historical benchmark. Score 55/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 712 · 92th percentile of 1,149 NewRiaPulse records · 5.3x the median
Free preview: all 11 published fields of this record are shown below. Locked: 36 related OH NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Woodland Wealth Partners |
| Legal name | Cvna, LLC |
| CRD | 340877 |
| Status | Approved |
| Registered with the SEC | 2026-03-31 |
| Latest Form ADV filing | 2026-07-28 |
| Location | Pepper Pike, OH, United States |
| Regulatory AUM | $711,911,936 |
| Accounts | 568 |
| Employees | 4 |
| Website | https://woodlandwealthpartners.com/ |
| amount percentile | 92th of 1,149 (median 134, 5.3x median) |
| Peer records CSV (37 OH records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
Watch Woodland Wealth Partners
Free email alert. Alert me when this company gets a new filing, lien, permit, contract or expiry in this feed. One confirmation email; unsubscribe any time.
Free for 1 company. More companies from $9/mo (25), $49/mo (500 + CSV), $199/mo (500 + CSV + API). Cancel any time from the link in every email.
Free first: a 10-record sample of OH records
See the real columns before you buy. One confirmation email, nothing else unless you opt in.
Unlock Woodland Wealth Partners + all 37 OH records (CSV)
Instant CSV download · Card, Apple Pay, Google Pay or Link via Stripe · No account required
CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-31
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (OH first): Drive Capital LLC · The Connor Group Fund Manager, LLC · The O.H.I.O. Fund · Arg Private Wealth, LLC · Cleveland Capital Management, L.L.C. · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
Is this your business? Add a "Listed on Zalwin" badge to your site
Paste this snippet into your website. It links to this public record; nothing is tracked on your site.
Peer benchmark and outreach value: Woodland Wealth Partners and 37 Ohio peers
- Ohio NewRiaPulse records like this one: 37
- Woodland Wealth Partners's amount: 92nd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Ohio peer: $7,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
55 / 100 Score
- $712M under management.
- Website on file.
What is the NewRiaPulse record for Woodland Wealth Partners in Pepper Pike, Ohio?
Woodland Wealth Partners received SEC registration as an investment adviser (2026-03-31) with $711,911,936 in regulatory assets under management, based in Pepper Pike, OH.
How does Woodland Wealth Partners compare to other Ohio NewRiaPulse records?
This is a top-decile record: its amount of 712 is 5.3x the median of 134 across 1,149 records. It is 218 days old; check the official source for later updates before acting.
Woodland Wealth Partners vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Woodland Wealth Partners | Pepper Pike, OH | 712 | 92nd | 2026-03-31 |
| Sageone Investment Managers LLP | Pune | 691 | 91st | 2026-09-21 |
| Coefficient Capital | New York, NY | 735 | 92nd | 2026-10-01 |
| Whiterock Wealth Design, LLC | Fayetteville, AR | 633 | 91st | 2026-06-04 |
Related records
- Coefficient Capital
- Sageone Investment Managers LLP
- Whiterock Wealth Design, LLC
- Wealth Intelligently Navigated, LLC
- Dawson Partners
- Arc Capital Partners
- Gatsby Management, LLC
- Pearson Financial Services
- Banyan Tree Advisors Pvt. LTD.
- Florida Atlantic Securities Corp.
- Neman Ventures LLC
- Multiplier Capital, LLC
NewRiaPulse: $500M-$1B NewRiaPulse: records in Ohio NewRiaPulse: Approved
Cross-dataset signals in Ohio
More Ohio public-record feeds
New MSHA Citations at Mines & Quarries by State in Ohio Cincinnati OH Permitted Industrial Users Pulse in Ohio Nursing Home Inspection Deficiencies by State & Severity in Ohio HIPAA Breach Reports (500+ Individuals) by State & Type in Ohio Bank Branch Openings, Closings & Mergers by State in Ohio New, Terminating & Large 401(k) Plans from Form 5500 Filings in Ohio New Executive & Auditor Changes (SEC 8-K) in Ohio New NIH Research Awards by Organization in Ohio
How to monitor Woodland Wealth Partners and peer approved records
Get new NewRiaPulse records like Woodland Wealth Partners by email (free, weekly)
We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email.
Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe.
Get new RIAs in your territory
NewRiaPulse emails newly registered advisers matching your states and AUM range each month.
✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.