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Woodland Wealth Partners

EST. AUM
$711,911,936

CONTACTS

CLIENT ACCOUNTS
568

Firm Details

Metro area Cleveland
CRD Number 340877
Website woodlandwealthpartners.com
Client types

Overview

Woodland Wealth Partners is the trade name of CVNA, LLC, an SEC-registered investment adviser headquartered in Pepper Pike, Ohio. The firm is an independent fiduciary wealth management business serving individuals and families, particularly clients navigating major life transitions. Its core offering is investment management, supported by wealth stewardship and transition guidance for retirement, inheritance, or the sale of a business. The investment approach emphasizes customized portfolios built primarily with individual stocks and bonds, with some use of index funds for a direct and tax-aware client experience.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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