RIA · CRD 128811SEC-Registered

Updated:

Ashwood Advisors

ASHWOOD ADVISORS is an SEC-registered investment adviser in MEDFIELD, MA, registered since 2026. The firm manages $127 million in assets, $72 million on a...

Ashwood Advisors

ASHWOOD ADVISORS is an SEC-registered investment adviser in MEDFIELD, MA, registered since 2026. The firm manages $127 million in assets, $72 million on a discretionary basis. It has 3 employees and 2 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

Frequently asked questions

Who runs investment decisions at Ashwood Advisors?

The firm has not publicly identified any investment principals or executive leadership. Family offices of this profile often centralize decision-making with a single family trustee or an embedded chief investment officer who does not maintain an external professional presence.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More RIA profiles