Woodland Wealth Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Woodland Wealth Partners is an SEC-registered investment adviser that provides portfolio management and financial planning primarily to individuals, high-net-worth households, businesses, and charitable organizations. The firm delivers ongoing advisory services designed around client objectives and may accommodate household-level aggregation and client-imposed investment restrictions.
Woodland generally manages accounts on a discretionary basis, using model portfolios informed by a mix of fundamental, technical, quantitative, and management-focused research; it will create customized strategies when a model does not fit a client’s specific circumstances. Implementation can include individual equities, ETFs, mutual funds, and individual bonds to address duration, interest-rate exposure, and liquidity needs.
The firm’s brochure discloses two features that distinguish it from many peers: in limited circumstances it may accept performance-based fees for qualifying clients under Rule 205-3, and it has a referral arrangement that pays an unaffiliated family office for introductions — both of which the firm identifies as potential conflicts and says it seeks to mitigate. Woodland’s ADV also notes that this is its initial filing while reporting approximately $711.9 million in assets under management, a noteworthy scale for a newly registered adviser.
Client services
Expertise
Fee options
$0 - $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 or incentive fees may be charged for qualifying clients meeting net worth and/or account size requirements under Rule 205-3. Specific amounts are not stated.
Account minimum: $500,000
Main office
30195 Chagrin Blvd, Suite 114
Pepper Pike OH 44124
Advisors at this office
3
Most active in
Florida · Illinois · Massachusetts · New York · Ohio
Also doing business as
Cvna, LLC · Woodland Wealth Partners
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.
Advisors at this firm
Brenton L
Series 65
Pepper Pike, OH
Woodland Wealth Partners
Brenton Luce is a financial advisor at Woodland Wealth Partners with 11 years of industry experience. He holds a Series 65 designation and previously worked for Carnegie Investment Counsel for 11 years. Outside of his advisory role, Luce serves as CEO of Woodland Green, LLC, an investment vehicle focused on private equity and real estate fund investments. Woodland Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth households, businesses, and charitable organizations. The firm offers portfolio management and financial planning services, utilizing model portfolios and customized strategies that incorporate a range of investment approaches and securities.
Denny J
Series 65
Pepper Pike, OH
Woodland Wealth Partners
Denny Johnson is a financial advisor at Woodland Wealth Partners in Pepper Pike, OH, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Carnegie Investment Counsel, Kestra Financial, Inc., and Cleveland State University. Woodland Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth households, businesses, and charitable organizations with portfolio management and financial planning. The firm uses a combination of fundamental, technical, quantitative, and management-focused research to manage discretionary accounts through model portfolios or customized strategies.
Razmig P
Series 65
Pepper Pike, OH
Woodland Wealth Partners
Razmig Pounardjian is a financial advisor at Woodland Wealth Partners with 11 years of industry experience. He holds the Series 65 designation and previously worked at Carnegie Investment Counsel for 14 years. Outside of his advisory role, Pounardjian is a partner in Woodland Green, LLC, an entity used to invest primarily in private investments. Woodland Wealth Partners is an SEC-registered investment adviser serving individuals, high-net-worth households, businesses, and charitable organizations. The firm generally manages discretionary accounts using model portfolios informed by various research approaches and provides customized strategies when needed.
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