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William Barrett Wadsworth

North Woods Wealth Management

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About William Barrett Wadsworth

William Barrett Wadsworth is an investment advisor representative for North Woods Wealth Management located in Buffalo, NY. William has been in the industry for over 12 years, starting in December 2008. William has passed the Series 6, Series 63, and Series 65 exams and holds active investment advisor registrations in New York. In addition to working as an investment advisor representative, William also works as an insurance agent. William specializes in financial planning, portfolio management for individuals, and pension consulting. North Woods Wealth Management manages over $64 million in assets for individuals, high-net-worth individuals, businesses, and charitable organizations.

Firm Information

William Wadsworth is currently registered with North Woods Wealth Management. North Woods Wealth Management is a Registered Investment Advisor headquartered in Buffalo, NY. The firm provides financial planning and portfolio management services to individuals, corporations, charitable organizations, and high-net-worth individuals. They manage approximately $64.8 million in assets.
North Woods Wealth Management

412 FRANKLIN STREET

BUFFALO, NY 14202

$64.84M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Wadsworth’s Registration & Firm History

NY

12/02/2021 - Present

North Woods Wealth Management (BUFFALO NY)

NY

12/15/2008 - 08/18/2015

MML INVESTORS SERVICES, LLC (AMHERST NY)

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Licenses & Designations

IA

Issued 07/14/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/18/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/18/2015

SIE - Securities Industry Essentials Examination

BC

Issued 12/12/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Barrett Wadsworth.
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