{"url":"https://nivawealth.com/firms/cvna-340877","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/340877","regulatoryAum":711911936,"crd":"340877","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6953402","suffix":null,"lastName":"Johnson","firstName":"Denny","middleName":"Bob"},{"crd":"4657143","suffix":null,"lastName":"LUCE","firstName":"BRENTON","middleName":"KEITH"},{"crd":"5485783","suffix":null,"lastName":"POUNARDJIAN","firstName":"RAZMIG","middleName":"K"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-135722","legalName":"Cvna, LLC","displayName":"Cvna","slug":"cvna-340877","website":"https://woodlandwealthpartners.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2026","organization":"Ohio limited liability company","fiscalYearEnd":"December","headquarters":{"street":"30195 Chagrin BLVD, Suite 114","city":"Pepper Pike","state":"OH","stateName":"Ohio","country":"United States","postalCode":"44124"},"tradeNames":[],"registration":{"secApproved":"31 March 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":3167913.743119266,"staff":{"employees":4,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":1},"aum":{"regulatory":711911936,"discretionary":711911936,"discretionaryAccounts":568,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":94,"regulatoryAum":45963992},{"label":"High-net-worth individuals","clients":124,"regulatoryAum":644641204},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":20905708},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":401032}],"feePrograms":[{"role":"main","program":"Portfolio management services","feeBasis":"marginal","fee_tiers":[{"to":1000000,"pct":1,"from":0},{"to":5000000,"pct":0.75,"from":1000000},{"to":10000000,"pct":0.6,"from":5000000},{"to":null,"pct":0.5,"from":10000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053046","versionId":1053046,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-07-28","documentName":"FIRM BROCHURE","fee_rate_low":0.5,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T08:00:36.659922+00:00","documents":[{"name":"FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053046","versionId":1053046,"submittedOn":"2026-07-28"}]},"custodians":[{"name":"Charles Schwab","shortName":"Charles Schwab","location":"Orlando, FL","smaAssets":656749193}],"custodyNote":"Cvna does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Daniel Dwyer","title":"Chief Compliance Officer","crd":"7460641"},{"name":"Brenton Luce","title":"Managing Partner","crd":"4657143"},{"name":"Razmig Pounardjian","title":"Managing Partner","crd":"5485783"}],"ownership":[{"label":"Brenton Luce","detail":"Managing partner in the 75% or more ownership band and a control person, since April 2026."},{"label":"Razmig Pounardjian","detail":"Managing partner in the 10% to 25% ownership band and a control person, since April 2026."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Ohio","offices":1,"addresses":[{"street":"30195 Chagrin BLVD, Suite 114","city":"Pepper Pike","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"330-416-5509","stateRegisteredReps":2,"otherAdviserReps":2,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":84},{"label":"U.S. government/agency bonds","percent":1},{"label":"Investment grade corporate bonds","percent":3},{"label":"Securities issued by registered investment companies or business development companies","percent":8},{"label":"Cash and cash equivalents","percent":2},{"label":"Other","percent":2,"detail":"Gold and Silver Bullion (Bars and Coins); Private Real Estate and Alternative Investment Partnerships; Non-Agency Asset-Backed Securities ; and Legacy Zero-Value Positions."}],"privateFunds":0},"sources":{"adv1FilingDate":"28 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/340877/PDF/340877.pdf","brochureDate":"28 July 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053046","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Cvna have?","answer":"Cvna has 218 clients and manages $712 million for them, as of July 2026. They include 124 high-net-worth individuals and 94 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 28 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Cvna offer?","answer":"Cvna provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Cvna charge?","answer":"Cvna charges 0.50%–1.00% a year for its Portfolio management services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"FIRM BROCHURE, filed 28 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Cvna use?","answer":"Cvna’s separately managed account assets are held at Charles Schwab (Orlando, FL), with $657M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Cvna have?","answer":"Cvna has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Cvna invest in?","answer":"At the end of its last fiscal year, Cvna’s separately managed accounts held 84% exchange-traded equities, 8% registered funds (mutual funds, ETFs, BDCs), 3% investment grade corporate bonds, 2% cash and equivalents, 2% other and 1% U.S. government and agency bonds. The 2% other category is described as: Gold and Silver Bullion (Bars and Coins); Private Real Estate and Alternative Investment Partnerships; Non-Agency Asset-Backed Securities ; and Legacy Zero-Value Positions.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Cvna?","answer":"Cvna’s direct owners are Brenton Luce (75% or more) and Razmig Pounardjian (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 28 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Cvna get paid?","answer":"Cvna is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Cvna?","answer":"Cvna’s main office is at 30195 Chagrin BLVD, Suite 114, Pepper Pike, OH 44124. Its phone number is 330-416-5509. Its website is woodlandwealthpartners.com.","source":"Form ADV Part 1A, Item 1.F, filed 28 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}