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Northwood Wealth Management, LLC CRD 330088
$16.2M regulatory AUM 5 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1005 W. Wise Road Suite 200, Schaumburg, IL 60193 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
1005 W. Wise Road Suite 200, Schaumburg, IL 60193 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Oak Brook | IL | 06/2015 | 06/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 06/2019 |
| Polaris Greystone Financial Group, Llc | Chicago | IL | 07/2019 | 11/2023 |
| Rwa Wealth Partners, Llc | Newton | MA | 11/2023 | 12/2023 |
| Northwood Wealth Management, Llc | Schaumburg | IL | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-11 |
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