Single Family OfficeRIA · CRD 327286SEC-Registered

Updated:

Wood Wealth Group

WOOD WEALTH GROUP, LLC is an SEC-registered investment adviser in CHARLESTOWN, MA. The firm manages $56 million in assets, $47 million on a discretionary...

Wood Wealth Group

WOOD WEALTH GROUP, LLC is an SEC-registered investment adviser in CHARLESTOWN, MA. The firm manages $56 million in assets, $47 million on a discretionary basis. It has 5 employees and 4 investment advisers.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Corporate office

Frequently asked questions

What is the investment strategy of Wood Wealth Group?

The firm has not publicly disclosed a specific investment strategy as of the most recent research cycle. Based on the structural profile of a private single-family office without external capital-raising activity, it is likely focused on long-term capital preservation through direct private equity, real estate, and credit investments. Without a website or public mandate, any specific sector or stage preferences remain unconfirmed.

Is Wood Wealth Group open to co-investment from other family offices?

There is no public evidence that Wood Wealth Group solicits or participates in co-investment clubs with external families. The firm's complete absence from industry conferences, databases, and marketed deal flow suggests a closed architecture. Peer family offices seeking partnership would likely need a direct introduction to a principal.

Where does the underlying wealth of Wood Wealth Group originate?

The source of the family's wealth has not been publicly disclosed. The firm's name does not clearly indicate a known operating company or liquidity event, and no SEC filings tie the entity to a publicly identifiable corporate founder. This is common among family offices that were established after a private sale of a business or a multi-generational accumulation of assets.

How many professionals work at Wood Wealth Group?

The staff size is not publicly known. Single-family offices operating below institutional radar typically maintain lean teams that may include a chief investment officer, a small deal-sourcing group, and outsourced tax and estate planning functions. Any specific headcount figure would be speculative in the absence of official disclosure.

Does Wood Wealth Group manage capital for multiple families?

Current public information classifies the firm as a single-family office, meaning it serves one family's assets. There is no indication that it has converted to a multi-family office or registered as an investment advisor to accept outside capital. A change to multi-family status would likely be reflected in regulatory filings, which do not currently exist for the entity.

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.

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