NORTHWOODS WEALTH MANAGEMENT

NORTHWOODS WEALTH MANAGEMENT of BOOTHBAY HARBOR, ME is an SEC-registered investment adviser (CRD 135236). Regulatory assets under management: $6.0M.

Registration

• CRD: 135236
• Type: Registered investment adviser
• Location: 66 TOWNSEND AVE, BOOTHBAY HARBOR, ME, 04538
• Phone: 207-633-4236
• Latest filing: 2025-09-05
• Regulatory AUM: $6.0M
• Discretionary AUM: $6.0M
• Clients: 1
• Accounts: 30

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 135236 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search