Woodland Wealth Partners logo

Woodland Wealth Partners

Updated today
Find your advisor

Client assets under management

$0

Clients

0

Advisors

2

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

0

Very Low

Average account size

—

About

Woodland Wealth Partners provides discretionary portfolio management and financial planning services to a range of client types identified in its brochure, including individuals, high‑net‑worth clients, pension plans, businesses, and charitable organizations. Like many investment managers, the firm charges advisory fees based on assets under management and operates model portfolios alongside the option for customized strategies.

The firm’s investment process combines fundamental, technical, quantitative, and management‑focused research to construct diversified, long‑term portfolios that emphasize market leaders and companies tied to growth trends, and it may use individual bonds to manage fixed‑income exposure. Woodland typically manages accounts on a discretionary basis using model portfolios that can be tailored to client constraints and, in limited circumstances, may accept performance‑based fees under Rule 205‑3.

A distinctive feature disclosed in the brochure is an arrangement to pay referral fees to an unaffiliated third‑party family office in exchange for client referrals; the firm discloses this compensation, notes related conflicts of interest, and states that referred clients do not pay higher advisory fees as a result. The brochure also indicates this is the firm’s initial Form ADV filing and that it currently reports no assets under management, which may be relevant to prospective institutional or pooled‑vehicle clients evaluating a newly launched manager.

Client services

Financial planning Portfolio management

Expertise

Wealth management Active portfolio management

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Find your advisor

Fee options

Percentage

$500,000 - $1,000,000: 1% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%

Performance-based

Performance fees may be charged in limited circumstances for qualifying clients under Rule 205-3, with net worth and/or account size requirements.

Other

Account minimum: $500,000

Main office location

Woodland Wealth Partners

30195 Chagrin Blvd, Suite 114

Pepper Pike OH 44124, United States

Number of offices

1

Most active in

More info

Ohio

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 330-416-5509

Advisors at this firm

Scroll left Scroll right
user avatar

Brenton L

Series 65

Pepper Pike, OH

Woodland Wealth Partners

Brenton Luce is a financial advisor at Carnegie Investment Counsel with 10 years of industry experience. He holds a Series 65 credential and has been with Carnegie Investment Counsel since 2015. Outside of his advisory role, Luce serves as CEO of Woodland Green, LLC, an investment vehicle focused on private equity and real estate funds. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a multifaceted investment approach incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Wealth management Active portfolio management
user avatar

Razmig P

Series 65

Pepper Pike, OH

Woodland Wealth Partners

Razmig Pounardjian is a financial advisor with Carnegie Investment Counsel, holding a Series 65 designation and 10 years of industry experience. He has been with Carnegie Investment Counsel since 2012. Outside of his advisory role, he is a partner in Woodland Green, LLC, an entity used primarily for passive private investments. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base, including individuals, pension plans, charitable organizations, and government entities. The firm employs a comprehensive investment process incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Wealth management Active portfolio management
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")