|
⚲
|
| Keyboard |
| Woodstock Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 283472 |
| SEC # | 801-112663 |
| CIK # | |
| AUM | 726.6 M (2026-04-01) |
| Employees | 26 (100% Investors, 12% Brokers) |
| Phone | 800-279-4468 |
| Address | 250 River Park North Drive Woodstock, GA 30188 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,438 | 345.4 |
| (b) Individuals (high net worth individuals) | 116 | 318.1 |
| (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 | 0.3 |
| (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 | 32 | 62.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,995 | 726.6 |
| By Discretionary | ||
| Discretionary | 2,995 | 726.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,995 | 726.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 725.1 | |
| Total | 2,995 | 726.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
AAF Wealth Management LLC
✚
|
MA | 727.6 M |
|
Tradewinds Capital Management LLC
✚
|
WA | 727.3 M |
|
Quantum Financial Planning Services Inc
✚
|
WA | 727.2 M |
|
Silver Heights Capital Management Inc
✚
|
727.1 M | |
|
Virtus Family Office LLC
✚
|
TX | 726.9 M |
|
Smith & Howard Wealth Management LLC
✚
|
GA | 726.9 M |
|
Renaissance Investment Group LLC
✚
|
MA | 726.1 M |
|
Bright Financial Advisors Inc
✚
|
MI | 725.5 M |
|
The Patten Group Inc
✚
|
TN | 725.1 M |
|
Parker Investment Management LLC
✚
|
725.1 M |