Data / Investment advisers / Ohio / Woodland Wealth Partners
Woodland Wealth Partners, Pepper Pike, OH: $712 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Woodland Wealth Partners is an SEC registered investment adviser with its main office in Pepper Pike, Ohio and reports $712 million in regulatory assets under management in its Form ADV filed July 28, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 340877
- SEC file number
- 801-135722
- SEC status
- Approved, effective March 31, 2026
- Legal name
- Cvna, LLC
- Main office
- 30195 Chagrin Blvd Suite 114, Pepper Pike, OH 44124
- Phone
- (330) 416-5509
- Website
- woodlandwealthpartners.com
- Regulatory AUM
- $711,911,936 in the Form ADV filed July 28, 2026
- Discretionary AUM
- $711,911,936
- Accounts
- 568
- Employees
- 4, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 28, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 124 | $644.6 million |
| Individuals (other than high net worth individuals) | 94 | $46 million |
| Charitable organizations | Fewer than 5 | $20.9 million |
| Corporations or other businesses | Fewer than 5 | $401,032 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| August 3, 2026 | $711.9 million | July 28, 2026 |
| April 1, 2026 | Not listed | March 20, 2026 |
Other advisers in Ohio
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| G2 Capital Management, LLC | Columbus | $756.5 million | 1 | adviserinfo.sec.gov |
| Waller Financial Planning Group, Inc. | Columbus | $747.8 million | Not listed | adviserinfo.sec.gov |
| John E. Sestina and Company | Columbus | $744 million | Not listed | adviserinfo.sec.gov |
| Wealth Dimensions Family Office, Inc | Cincinnati | $716.3 million | Not listed | adviserinfo.sec.gov |
| Financial Management Strategies, Inc. | Broadview HTS. | $714.2 million | Not listed | adviserinfo.sec.gov |
| Wealthbridge Capital Management, LLC | Westerville | $709.7 million | Not listed | adviserinfo.sec.gov |
| Eichner Investment Planning, LLC | Cincinnati | $692.1 million | Not listed | adviserinfo.sec.gov |
| Signature Equity Partners, LLC | Columbus | $688.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Ohio
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Woodland Wealth Partners on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.