Belleau Wood Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Belleau Wood Partners LLC is a recently formed SEC-registered adviser that offers ongoing portfolio management for individuals, high-net-worth clients, and business entities, and also provides standalone financial planning services. The firm’s brochure notes it currently has no assets under management or active client accounts.
The firm emphasizes client-tailored portfolios with a written Investment Policy Statement and seeks discretionary authority to implement customized asset allocation and security selection; its analytic toolbox includes charting, fundamental, quantitative and technical analysis and it may execute strategies that include options, short sales, margin and ETFs. Financial planning is offered as a distinct service and is billed through fixed-fee arrangements rather than exclusively on an hourly or asset-based basis.
Compared with many firms in this category, BWPLLC combines individual portfolio management with fixed-fee financial planning while not acting as an adviser to private funds or selecting third‑party subadvisers. The brochure also discloses that clients must use specified custodians and that the firm works across a broad set of investment types (including private placements and venture-style investments), and it does not accept performance-based fees or participate in wrap programs.
Client services
Expertise
Fee options
2.00% annually
Fee-only: Fixed fees between $2,000 and $7,500 for financial planning
Main office
Newark OH
Advisors at this office
1
Most active in
Ohio
Also doing business as
Belleau Wood Advisors · Belleau Wood Partners LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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