William Barrett Wadsworth
Investment adviser representative at North Woods Wealth Management
11 yearsExperience
1 stateRegistered in
$150.4MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- North Woods Wealth ManagementDec 2021 to now
- North Woods Asset Management, LLCAug 2015 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (NY).
North Woods Wealth Management
Legal name: North Woods Asset Management LLC
$150.4MAssets managed
194Clients
2Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5621720
- Firm CRD
- 226575