SourcingSourcing

CVNA, LLC

C28
CRD 340877·SEC 801-135722·PEPPER PIKE, OH
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CVNA, LLC
CRD
340877
SEC file #
801-135722
EIN
—
DBA names
Woodland Wealth Partners

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
—
Primary office
PEPPER PIKE OH
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/06/2026
ADV-W filed at
—
Website
woodlandwealthpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LUCE, BRENTON, KEITH
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
LUCE, BRENTON, KEITH
POUNARDJIAN, RAZMIG, K
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WOODLANDWEALTHPARTNERS.COM
Rdap Domain Creation Date
2026-01-19T15:04:02Z
Rdap Firm Age Years
0
Rdap Firm Age Band
<5y
Rdap Registrar
eNom, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2632
Soi Zip Pct 200k Plus
0.0972
Soi Zip Returns 200k Plus
2080
Soi Zip Total AGI
2,546,502
Fdic Zip Total Deposits
64,444,050,000
Fdic Zip Branch Count
786
Fdic Zip Top Banks
Third Federal Savings and Loan Association of Cleveland
The Huntington National Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Bank One, Cleveland, National AssociationLyndhurst, OH
Bank One, Cleveland, National AssociationPepper Pike, OH
Fdic Zip HHI
779.85
Fdic Zip Top Bank Share Pct
18.97
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-19T15:04:02Z
Rdap Domain Last Changed
2026-01-19T16:00:01Z
Rdap Nameservers
Dns1.name-services.comDns2.name-services.comDns3.name-services.comDns4.name-services.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI58,427
Returns4,860
Stub 2
AGI174,744
Returns4,650
Stub 3
AGI232,895
Returns3,780
Soi Zip Total Business Income
76,820
Soi Zip Total Cap Gains
238,128
Soi Zip Total Dividends
118,971
Soi Zip Total Returns
21,390
Top Owner CRD
4657143
Trust Company Affiliate
No

People (3)

3
LUCE, BRENTON, KEITH
IAR · Direct Owner · 87.5%
4657143
POUNARDJIAN, RAZMIG, K
IAR · Direct Owner · 17.5%
5485783
DWYER, DANIEL, BUCHANAN
Executive Officer · 2.5%
7460641