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Woodstock Wealth Management
WOODSTOCK WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in WOODSTOCK, GA, registered since 2018. The firm manages approximately $727 million...
Woodstock Wealth Management
WOODSTOCK WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in WOODSTOCK, GA, registered since 2018. The firm manages approximately $727 million in assets. It has 26 employees and 26 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Woodstock
Corporate office
Woodstock, IL, United States
Frequently asked questions
What services does Woodstock Wealth Management offer?
Based on its RIA registration, Woodstock Wealth Management likely offers financial planning, investment management, and retirement planning to individuals and families. Specific service menus are not publicly detailed.
Where is Woodstock Wealth Management headquartered?
The firm is based in Woodstock, Illinois, within McHenry County. No other office locations are publicly listed.
Is Woodstock Wealth Management a fiduciary?
As a registered investment advisor, Woodstock Wealth Management is legally bound to act as a fiduciary under the Investment Advisers Act of 1940, requiring it to prioritize client interests over its own.
How large is Woodstock Wealth Management?
The firm's AUM is not publicly disclosed. Based on its local presence, it is likely a small or mid-sized RIA, but no precise estimate is available from public sources.
Who founded Woodstock Wealth Management?
The founder(s) of Woodstock Wealth Management are not identified in public records. The firm's registration does not list founding partners or ownership details.
Profile maintained by Altss 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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