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Building 2WOODSTOCK WEALTH MANAGEMENT, INC.

Map pinWOODSTOCK, GA
Phone800-279-4468
NotebookSEC #801-112663
Total AUM
$726.6M
Employees
26
Clients
1,587

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
250 RIVER PARK NORTH DRIVE
WOODSTOCK
GA 30188
United States
Operating Hours
9:00AM - 4:00PM
Monday - Friday
Phone
800-279-4468
Other Offices
25

ReceiptFinancials

Total AUM
$726.6M
Accounts
2,995
Discretionary
$726.6M
Accounts
2,995
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,438
AUM
$345.4M
HNW Individual Clients
116
AUM
$318.1M
Charitable Organization Clients
1
AUM
$345.9K
Corporation or Business Clients
32
AUM
$62.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTDEFLGAHIIDILINKYLAMAMDMEMIMOMSNCNHNJNMNVNYOHPARISCTNTXVAVTWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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