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WOODSIDE WEALTH MANAGEMENT

WOODSIDE WEALTH MANAGEMENT LLC

CRD 175118 · SEC 801-107353

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111 SPEEN STREET, 2ND FLOOR, FRAMINGHAM, MA, 01701, United States

Phone

508-655-0210

Fax

508-302-6113

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$266.6M

Discretionary AUM

$266.4M

Team

4 total employees; 2 advisory reps; 2 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-18

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals22$6.8M
High net worth individuals88$259.8M

States served

ME, MA, TX, NH, CT

All web addresses on file

Official SEC filing: View on IAPD