WOODSTOCK WEALTH MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$726,566,676
Discretionary
$726,566,676
Non-discretionary
$0
Firm details
- CRD number
- 283472
- SEC file number
- 801-112663
- Main office
- WOODSTOCK, GA, United States
- Employees
- 26
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Performance-based
As of October 2026.