Jeremy Wadsworth
North Woods Wealth Management · Buffalo, New York
Jeremy Wadsworth is a fee-only financial advisor at North Woods Wealth Management in Buffalo, New York, who holds the CFA credential. Jeremy focuses on tax planning. North Woods Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Jeremy →
Specialties
Who they serve
- Founders
- High earners
Facts
| Firm | North Woods Wealth Management |
|---|---|
| Based in | Buffalo, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $150.4M across 679 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NY · CRD 6890192 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.north-woods.com |
| Profile |
How Jeremy's firm compares
- North Woods Wealth Management's average account is about $221,000, from its Form ADV (assets managed divided by 679 accounts).
Request an introduction to Jeremy
Tell Jeremy a little about what you're looking for. Jeremy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jeremy
Is Jeremy Wadsworth a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and North Woods Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeremy charge for financial advice?
Jeremy's firm, North Woods Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jeremy Wadsworth based?
Jeremy Wadsworth is based in Buffalo, New York.
What does Jeremy specialize in?
Jeremy's specialties include tax planning. Jeremy works with founders and high earners.
What credentials does Jeremy Wadsworth hold?
Jeremy Wadsworth holds the CFA credential.
Is Jeremy Wadsworth registered with the SEC?
Yes. Jeremy Wadsworth is registered as an investment adviser representative in NY (CRD 6890192), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does North Woods Wealth Management manage?
North Woods Wealth Management reports $150.4M across 679 accounts in assets under management.
How do I contact Jeremy Wadsworth?
Through Jeremy's website, www.north-woods.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- North Woods Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.