|
⚲
|
| Woodside Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 175118 |
| SEC # | 801-107353 |
| CIK # | 0002064883 |
| AUM | $226.0 M (2025-03-10) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 508-655-0210 |
| Address | 111 Speen Street Framingham, MA 01701 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 3.0 | ||
| Alphabet Inc | 2.9 | ||
| Microsoft Corp | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35 | 11.8 |
| (b) Individuals (high net worth individuals) | 77 | 214.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 401 | 226.0 |
| By Discretionary | ||
| Discretionary | 398 | 225.8 |
| Non-Discretionary | 3 | 0.3 |
| Total | 401 | 226.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 226.0 | |
| Total | 401 | 226.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002064883] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Harbor Island Capital LLC
✚
|
MA | 0.2 |
|
Centric Advisors LLC
✚
|
TX | 0.2 |
|
New England Financial Planning Group LLC
✚
|
MA | 0.2 |
|
Hoffman Alan Nathan
✚
|
0.2 | |
|
Alliant Securities Inc
✚
|
WA | 0.2 |
|
Kristen E Coombs LLC
✚
|
PA | 0.2 |
|
Journey Beyond Wealth LLC
✚
|
GA | 0.2 |
|
Summit Wealth Management Group Inc
✚
|
CA | 0.2 |
|
Graham Capital Wealth Management LLC
✚
|
DC | 0.2 |
|
Bradley & Company Private Wealth Management LLC
✚
|
0.2 |