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Woodstock Wealth Management, Inc.

● SEC registered since 2018CRD 283472SEC# 801-112663Woodstock, GA
Export (members)
Reg. AUM
$629.9M
Employees
26
Accounts
2,834
Location
Woodstock, GA

Woodstock Wealth Management, Inc. assets under management

Woodstock Wealth Management, Inc. is an SEC-registered investment adviser based in Woodstock, GA. The firm has been registered since 2018. It reports $629.9 million in regulatory assets under management and employs 26 people.
www.assetmanagementstrategiesllc.comView on SEC.gov ↗

Woodstock Wealth Management, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Anthony Douglas Branca ControlPresident/Chief Operating OfficerUnder 5%2023
William Jasper Raike ControlChief Executive Officer/Chief Compliance OfficerUnder 5%2010
Woodstock Holdings Inc. ControlOwnerOver 75%2010
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Frequently asked questions

How much does Woodstock Wealth Management, Inc. manage?

Woodstock Wealth Management, Inc. reports $629.9 million in regulatory assets under management on its Form ADV.

How many employees does Woodstock Wealth Management, Inc. have?

Woodstock Wealth Management, Inc. reports 26 employees.

Where is Woodstock Wealth Management, Inc. located?

Woodstock Wealth Management, Inc. is based in Woodstock, GA and has been SEC-registered since 2018.

Does Woodstock Wealth Management, Inc. disclose fund performance?

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

Contact & registration

Address250 River Park North Drive, Woodstock, GA 30188
Phone800-279-4468
Office hours9:00a.m. - 4:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$629.9M
Non-discretionary$0
Total (RAUM)$629.9M