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Woodside Wealth Management LLC

● SEC registered since 2016CRD 175118SEC# 801-107353Framingham, MA
Export (members)
Reg. AUM
$226M
Employees
2
Accounts
401
Location
Framingham, MA

Woodside Wealth Management LLC assets under management

Woodside Wealth Management LLC operates as an SEC-registered investment adviser based in Framingham, MA. The firm has been registered since 2016. It reports $226 million in regulatory assets under management and employs 2 people.
www.woodsidewealth.comView on SEC.gov ↗

Woodside Wealth Management LLC owners & executives

3 reported
NameTitleOwnershipSince
Cheryl Ann Costa ControlMember/Chief Compliance OfficerOver 75%2014
Matthew William Costa ControlFinancial AdvisorUnder 5%2014
Matthew William Costa ControlSenior Financial AdvisorUnder 5%2022

Frequently asked questions

How much does Woodside Wealth Management LLC manage?

Woodside Wealth Management LLC reports $226 million in regulatory assets under management on its Form ADV.

How many employees does Woodside Wealth Management LLC have?

Woodside Wealth Management LLC reports 2 employees.

Where is Woodside Wealth Management LLC located?

Woodside Wealth Management LLC is based in Framingham, MA and has been SEC-registered since 2016.

Does Woodside Wealth Management LLC disclose fund performance?

Woodside Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address111 Speen Street, 2nd Floor, Framingham, MA 01701
Phone508-655-0210
Fax508-302-6113
Office hours8:00 a.m. - 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$225.8M
Non-discretionary$253K
Total (RAUM)$226M