# Woodside Wealth Management

Woodside Wealth Management is a Multi Family Office based in Framingham, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Framingham, United States
- **Region:** North America
- **Address:** Framingham, MA, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** woodsidewealth.com
- **LinkedIn:** https://www.linkedin.com/company/woodside-wealth-management

## Regulatory record

- **CRD number:** 175118
- **SEC file number:** 801-107353
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-18T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/175118

## About

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.

## Questions

### How is Woodside Wealth Management structured as a fiduciary?

Woodside is structured as a registered investment advisor (RIA), which means it operates under a fiduciary standard to its clients — a legal obligation to put client interests ahead of its own. The firm incorporates both financial planning and discretionary investment management under this standard. Its ADV filing confirms it does not operate as a broker-dealer, which keeps its advice free from commission-based conflicts.

### What investment products does the firm use?

Based on its regulatory filings, Woodside advises on a broad set of traditional asset classes including individual equities, corporate bonds, municipal securities, and investment-company products such as mutual funds and ETFs. The firm does not market an in-house fund family or proprietary product line. Asset allocation is tailored to each client's planning goals rather than a model portfolio or single strategy.

### What is Woodside's known posture on alternative investments?

Based on its ADV disclosures, Woodside's advisory universe is concentrated in traditional publicly traded securities and does not emphasize private-market or alternative assets. The firm lists equities, fixed income, and pooled investment vehicles as its core product set, with no indication of private equity, venture capital, hedge fund, or direct real estate advisory within its published materials.

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Last updated: 2026-08-11T02:43:31.692Z

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