Ian Woods
Investment adviser representative at Northcape Wealth Management
10 yearsExperience
1 stateRegistered in
CFADesignation
$706.1MFirm assets
Are you Ian Woods? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed 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
10 years in the industry.
- Northcape Wealth ManagementSep 2022 to now
- Ecotech Office EnvironmentsJan 2017 to Aug 2022
- StudentJan 2016 to Jan 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Northcape Wealth Management
Legal name: Northcape Wealth Management, LLC
$706.1MAssets managed
594Clients
4Advisers
5 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
- 8259838
- Firm CRD
- 312350