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Theophilous Henry Woods

Advisor at International Assets Investment Management, LLC — Akron, OH

Updated today

Credentials

Series 63, Series 66

Experience

43 years

Location

Akron, OH 44311

International Assets Investment Management, LLC logo

International Assets Investment Management, LLC

Multi-team

Total advisors

121

Across 67 offices

Clients per advisor

49 Typical

Avg AUM per client

$423,553 Low

HNW client ratio

35% High

About

Theophilous Woods is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 licenses and over 43 years of industry experience. His career includes long tenures at Mutual Service Corporation and Prospera Financial Services, and he has operated his own firm, Theo H. Woods & Assoc, since 1981. Woods serves as chairman of the board of trustees for The House of the Lord church and volunteers as a musician there, in addition to participating on the Akron Bar Association grievance committee and serving on the board of the Brecksville-Broadview Heights Community Chorus. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm focuses on customized, long-term portfolio construction using a range of investment vehicles and may engage third-party managers and wrap programs as part of its service offerings.

Client services

Based on International Assets Investment Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on International Assets Investment Management, LLC

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on International Assets Investment Management, LLC

Founder/Business Owner

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Fee options

Fixed

Negotiated fixed fees for financial planning engagements based on expected hours

Percentage

$0+: Up to 3.00% annually (negotiable, customized fees) $50,000+: Fee related to retirement plan advisory fees up to 3.00% annually (negotiable)

Project-based

Up to $500 per hour for financial planning services

Other

Account minimum: $50,000 Fee-only: Fee-only for Wrap Fee Programs via third parties (RBC Advisor, RBC Unified Portfolio, RBC Consulting Services)

Location

See office

Akron, OH

388 South Main Street, Suite 400

Akron OH 44311

Advisors at this office

2

Most active in

Ohio

Work history

43 years of industry experience

International Assets Investment Management, LLC

2020 - Present • 6 years

Akron, OH

International Assets Advisory, LLC

2020 - Present • 6 years

Akron, OH

Prospera Financial Services, inc.

2012 - 2020 • 8 years

Dallas, TX

Mutual Service Corporation

1984 - 2020 • 36 years

Akron, OH

Theo H. Woods & Assoc

1981 - Present • 45 years

Akron, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Alec D

CFP®, Series 65

Akron, OH

Sand Run Wealth Management

Alec Derrig is a CFP® and Series 65 license holder based in Akron, Ohio, with one year of experience at Sand Run Wealth Management. His prior work includes roles at Kauig Companies Limited and Apple Growth Partners, as well as four years at Kent State University. Outside of advising, he is involved with a family office through his other business activities. Sand Run Wealth Management is an Ohio-registered investment adviser serving individuals and families with investment management and financial planning services. The firm employs a long-term, goals-based investment approach tailored to client objectives and emphasizes tax-aware strategies through diversified portfolios.

General retirement planning Tax-loss harvesting Wealth management Retirement withdrawal strategies Executive Founder/Business Owner Retired
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Peter L

Series 65

Akron, OH

Priority Investment Management LLC

Peter Laakso is a financial advisor with Priority Investment Management LLC in Akron, OH. He holds a Series 65 designation and has 12 years of industry experience, including a decade at Meridian Capital Management Group, Inc. from 2014 to 2024 and prior self-employment from 2010 to 2016. Priority Investment Management LLC provides discretionary asset management services to individuals, including high-net-worth clients, and business entities. The firm offers customized investment programs using a mix of fundamental, technical, charting, and cyclical analysis, with an emphasis on managing accounts separately and allowing clients to vote their own proxies.

Active portfolio management
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Larry K

Series 63, Series 66

Stow, OH

Gateway Wealth, Inc.

Larry Kline is a financial advisor at Gateway Wealth, Inc. in Stow, Ohio, with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at FSC Securities Corporation and Osaic Wealth, Inc. In addition to his advisory role, Kline is a CPA involved in tax return preparation and tax planning. Gateway Wealth, Inc. provides comprehensive financial planning and portfolio management services to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm employs a long-term investment approach with discretionary management, emphasizing mutual funds and utilizing both fundamental and technical analysis.

General tax planning General estate planning guidance
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George D

Akron, OH

Peter Dag & Associates, Inc.

George Dagnino is the sole advisor at Peter Dag & Associates, Inc. in Akron, OH, with 26 years of industry experience. He has been with the firm since 1993. Peter Dag & Associates serves a small number of individual clients, primarily managing conservative and retirement accounts through discretionary portfolio management and investment advice. The firm also publishes a subscription-based investment report, The Peter Dag Portfolio, with an investment approach focused on economic trend analysis, sector-specific security selection, and a conservative bias to limit downside risk.

Active portfolio management
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Michael A

CFP®, Series 66

Uniontown, OH

Andrews Wealth Management, LLC

Michael Andrews is a CFP® and Series 66 accredited financial advisor with 25 years of industry experience. He has been the president of Andrews Advisors Inc., a tax, accounting, and wealth management firm, since 1999 and has led Andrews Wealth Management, LLC since 2010. Outside of his advisory work, Andrews serves as the head coach for a Little League travel baseball team in Wadsworth, Ohio. Andrews Wealth Management is a fee-only advisory firm serving individuals, families, and trusts, typically with net worth above $500,000. The firm combines fundamental and technical analysis to create customized investment policy statements and monitors portfolios regularly, tailoring strategies to clients’ goals and risk tolerance.

Options & derivatives strategies

Ryan B

CFP®

Green, OH

Hyland Wealth Management LLC

Ryan Bayonnet is a Certified Financial Planner® and founder of Hyland Wealth Management, a Fee-Only, Registered Investment Advisory firm in Green, Ohio. Ryan founded Hyland to empower professionals and families to discover and reach their life goals while building a stable financial future. Through years of education and industry experience, he has acquired in-depth expertise in many areas of wealth management, specifically in retirement planning, tax planning, and investment management. He is a graduate of both the University of Akron and the Ohio State University. His work as a financial advisor has been cited in numerous news organizations including the Wall Street Journal, the New York Times, the Washington Post, and many more. Ryan serves clients locally and virtually across the country.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Doctor or Medical Professional Gen X (Born 1965-1980)
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