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WOOD WEALTH GROUP, LLC

CRD 327286

Visit website

529 MAIN STREET, SUITE P200, CHARLESTOWN, MA, 02129, United States

Phone

617-546-9949

Fax

N/A

Registration

— (—)

Source

State registered

Total AUM

$56.3M

Discretionary AUM

$47.0M

Team

5 total employees; 4 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees; INSURANCE COMMISSIONS

Org form

Limited Liability Company

Filing date

2026-05-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals359$45.0M
High net worth individuals14$11.3M

All web addresses on file

Official SEC filing: View on IAPD