Investment adviser · CRD 123279
WOODFIELD FINANCIAL ADVISORS, INC.
Investment adviser filing (IA)
DEER PARK, IL, United States · Form ADV filed Feb 24, 2026
- Regulatory AUM
- $230M Form ADV · Item 5.F
- Client accounts
- 390 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 138 | $161,260,931 | 70.1% |
| Individuals | 245 | $41,413,369 | 18.0% |
| Retirement plans | 6 | $26,328,359 | 11.4% |
| Charities | Fewer than 5 | $1,066,388 | 0.5% |
| Insurance companies | 6 | Not reported | Not reported |
Filing source
Form ADV 2056382 · Feb 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
21660 W. FIELD PKWY SUITE 290DEER PARK, IL, 60010, United States
CRD 123279
Filing source
Form ADV 2056382 · Feb 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.