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WOODFIELD FINANCIAL ADVISORS, INC.
CRD 123279File 801-121330
APPROVED
Retail clients
Filing as of Feb 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$230.1M
Below cohort median (national)
Discretionary AUM
$203.7M
Non-discretionary $26.3M
Clients
395
390 accounts
Employees
3
Bottom 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 1, 2021
- Principal office
- 21660 W. FIELD PKWY SUITE 290, DEER PARK, IL, 60010
- Phone
- 847-726-9600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $230.1M
- Discretionary AUM
- $203.7M
- Non-discretionary AUM
- $26.3M
- Discretionary accounts
- 384
- Non-discretionary accounts
- 6
- Total accounts
- 390
- AUM per client
- $582K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 6 | Not reported |
| Charitable organizations | Fewer than 5 | $1.1M |
| High net worth individuals | 138 | $161.3M |
| Pension and profit sharing plans | 6 | $26.3M |
| Individuals (other than high net worth individuals) | 245 | $41.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.