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WOOD WEALTH MANAGEMENT LLC
CRD 301188
10100 NORTH CENTRAL EXPRESSWAY, SUITE 333, DALLAS, TX, 75231, United States
Phone
214-739-1105
Fax
877-772-5264
Registration
— (—)
Source
State registered
Total AUM
$8.5M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-03
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $4.2M |
| High net worth individuals | 2 | $4.4M |
Official SEC filing: View on IAPD