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WOODSTOCK WEALTH MANAGEMENT, INC.
CRD 283472 · SEC 801-112663
250 RIVER PARK NORTH DRIVE, WOODSTOCK, GA, 30188, United States
Phone
800-279-4468
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$726.6M
Discretionary AUM
$726.6M
Team
26 total employees; 26 advisory reps; 2 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1438 | $345.4M |
| High net worth individuals | 116 | $318.1M |
| Corporations/business entities | 32 | $62.7M |
States served
VT, AL, AZ, CA, CO, DE, GA, ID, IL, IN, KY, LA, ME, MD, MA, MI, MS, NV, NJ, NM, NY, NC, OH, PA, RI, SC, TN, VA, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
- HTTPS://WWW.ASSETMANAGEMENTSTRATEGIESLLC.COM
- HTTPS://WWW.FITZSIMMONSFS.COM
- HTTPS://WWW.BANYANPRIVATEWEALTH.COM
- HTTPS://WWW.FESSLERFINANCIAL.COM
- HTTPS://WWW.WWMADVISORY.COM
- HTTPS://WWW.VERITAS-FINANCIAL.COM
- HTTPS://WWW.CBGFIN.COM
- HTTPS://WWW.COVWEALTH.COM
- HTTPS://WWW.CHRISTOMOLONIS.COM
- HTTPS://WWW.WWMRIA.COM
- HTTPS://WWW.EDGEWOODFINANCIALGROUP.COM
Official SEC filing: View on IAPD