Woodside Wealth Management

Overview

Woodside Wealth Management was formed in 2015 as a registered investment advisor in Framingham, Massachusetts. The firm serves individuals, high-net-worth families, corporations, and business entities, structuring its offering around two core functions: financial planning and discretionary investment management. Its founding coincided with the post-DOL fiduciary rule era, a period when many independent RIAs gained traction by differentiating on fee transparency and a fiduciary standard. The firm's investment mandate spans publicly traded securities, with client portfolios typically constructed from individual equities, fixed-income instruments, and pooled vehicles — the standard toolkit for a planning-centric RIA serving mass-affluent and high-net-worth households. Woodside emphasizes goals-based planning rather than a single flagship strategy, a model that centers asset allocation on a client's specific liquidity needs, tax situation, and estate-planning objectives. While the firm does not publicly name direct portfolio holdings, its ADV filings affirm it provides advice on equities, corporate debt, municipal securities, and investment-company products. Woodside operates from a single office in Framingham, placing it along the Route 9/I-495 corridor west of Boston — a geography dense with technology executives, biotech professionals, and second-generation business owners. As a boutique RIA without publicly disclosed AUM or principals, Woodside remains below the radar of institutional databases, functioning as what the industry terms a 'lifestyle practice' rather than a scaled enterprise. Woodside's structural differentiator is its independence. The firm is not attached to a bank balance sheet, an insurance carrier, or a broker-dealer network, insulating its advice from product-distribution incentives. This unbundled architecture — common among RIAs in the $50M–$200M AUM band — gives it the freedom to operate as a fiduciary across both planning and investment management without the silos that often partition those functions inside larger wealth franchises. WOODSIDE WEALTH MANAGEMENT was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-09-01, it reported 4 employees; 401 advisory accounts; services including Financial planning, Portfolio management for individuals and small businesses; client categories including High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.