Woodstock Wealth Management, INC.
Woodstock, GA·SEC-registered · CRD #283472
Woodstock Wealth Management, INC. is an SEC-registered investment advisory firm in Woodstock, GA managing $727M across 3.0k client accounts, with 26 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$727M
Client accounts
3.0k
Advisory staff
26
Fee model
Fee-based
How Woodstock Wealth Management, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Woodstock Wealth Management, INC.
How much does Woodstock Wealth Management, INC. manage?
Per its most recent SEC Form ADV filing (04/01/2026), Woodstock Wealth Management, INC. reports $727M in regulatory assets under management across roughly 3.0k client accounts.
How does Woodstock Wealth Management, INC. charge?
Woodstock Wealth Management, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Woodstock Wealth Management, INC. a fiduciary?
Yes. Woodstock Wealth Management, INC. is registered with the U.S. Securities and Exchange Commission (CRD #283472), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Woodstock Wealth Management, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Woodstock Wealth Management, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Woodstock, GA
Profile compiled from Woodstock Wealth Management, INC.'s public SEC Form ADV filing (CRD #283472, filed 04/01/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Woodstock Wealth Management, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Woodstock Wealth Management, INC.? Claim this profile.