Woven Prosperity
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Woven Prosperity is an independent, single-advisor registered investment adviser that provides financial planning, consulting, and discretionary portfolio management to individual and high-net-worth clients. The firm reports managing approximately $7.2 million for 11 clients and offers both project- or hourly-based financial planning and ongoing asset-based investment management, including the option to construct simplified portfolios from mutual funds or ETFs.
The firm uses individualized asset allocation as its primary approach, drawing on third‑party research and computer models, and monitors portfolios for changes in market conditions or client circumstances. It provides discretionary management under a limited power of attorney, conducts at least annual reviews, permits written client restrictions (including socially responsible investing mandates), and discloses the specific risks associated with international investing and non‑U.S. securities.
Noteworthy distinctions include a significant non‑U.S. client base—an uncommon feature among independent advisers—and a small, concentrated client roster that yields a relatively high asset-per-client profile. The owner holds CFP certification, discloses minimal outside activities (administrative/operations consulting to other advisers and limited rental‑property management), and documents these arrangements and potential conflicts in the firm brochure.
Client services
Expertise
Fee options
$150,000 - $249,999: 1.50% $250,000 - $499,999: 1.25% $500,000+: 1.00%
$200 to $350 per hour for financial planning and consulting services.
Account minimum: $150,000 Fee-only: Hourly fees ranging from $200 to $350 per hour; project fees negotiated and estimated per financial planning engagement.
Main office
San Francisco CA
Advisors at this office
1
Most active in
California
Also doing business as
Eddinger, Nathan Charles · Woven Prosperity
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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