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Chief Compliance Officer · Woodland Wealth Partners

Daniel B. Dwyer

CRD 7460641 · Named on Form ADV at 4 SEC-registered advisers

At a glance

Woodland Wealth Partners, an SEC-registered wealth manager based in Pepper Pike, OH with $712 million in regulatory assets, lists Daniel B. Dwyer on its Form ADV as Chief Compliance Officer. The SEC filings also name Daniel at 3 other registered advisers.

Firms and roles

  • Woodland Wealth PartnersChief Compliance OfficerWealth manager · Pepper Pike, OH · $712M in regulatory assets
  • Capshift AdvisorsCCOAsset manager · West Newton, MA · $628M in regulatory assets
  • Momentus Manager LLCChief Compliance OfficerPrivate fund adviser · Arlington, VA · $284M in regulatory assets
  • Level One FundCCOPrivate fund adviser · Miami, FL · $202M in regulatory assets

AtlasMembers

Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
4 firmsLocked
Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

2 more people named with Daniel on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.