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WOODSIDE WEALTH MANAGEMENT
111 Speen Street
2nd Floor
Framingham, Massachusetts 01701
Tel: 508-655-0210
About WOODSIDE WEALTH MANAGEMENT
WOODSIDE WEALTH MANAGEMENT, formally registered with the SEC as WOODSIDE WEALTH MANAGEMENT. The firm was established in 03/01/2016. They have over 2 offices throughout the country.
WOODSIDE WEALTH MANAGEMENT is a Framingham, Massachusetts based Financial Planning firm with nearly $196,258,607 assets under management, offering retirement planning & investment advisory services to 381 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 175118 |
| SEC# | 801-107353 |
| Assets Managed by Firm | $196,258,607 |
| No. of Clients | 381 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 381 | $196,258,607 |
| Individuals (other than high net worth individuals) | 38 | $14,656,688 |
| High net worth individuals | 70 | $181,601,919 |
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