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|
| Woodstock Wealth Management Inc
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|
|
|---|---|
| CRD # | 283472 |
| SEC # | 801-112663 |
| CIK # | |
| AUM | $629.9 M (2025-03-31) |
| Employees | 26 (96% Investors, 12% Brokers) |
| Phone | 800-279-4468 |
| Address | 250 River Park North Drive Woodstock, GA 30188 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,409 | 321.3 |
| (b) Individuals (high net worth individuals) | 99 | 299.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 30 | 6.8 |
| (n) Other | 0 | 0.0 |
| Total | 2,834 | 629.9 |
| By Discretionary | ||
| Discretionary | 2,834 | 629.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,834 | 629.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 628.9 | |
| Total | 2,834 | 629.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Summit Investment Advisory Services LLC
✚
|
MN | 0.6 |
|
Intelligent Wealth Solutions LLC
✚
|
TX | 0.6 |
|
Great Hill Capital LLC
✚
|
0.6 | |
|
Rockline Wealth Management LLC
✚
|
NY | 0.6 |
|
Mason & Associates Inc
✚
|
CA | 0.6 |
|
ERTS Wealth Advisors LLC
✚
|
MI | 0.6 |
|
Clune & Associates Ltd
✚
|
IL | 0.6 |
|
Atlas Legacy Advisors LLC
✚
|
CA | 0.6 |
|
DOHJ LLC
✚
|
WA | 0.6 |
|
Boston Research and Management Inc
✚
|
MA | 0.6 |