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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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