# Woodstock Wealth Management

Woodstock Wealth Management is a RIA based in Woodstock, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Woodstock, United States
- **Region:** North America
- **Address:** Woodstock, IL, United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/woodstock-wealth-management-inc

## Regulatory record

- **CRD number:** 283472
- **SEC file number:** 801-112663
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283472

## About

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.

## Questions

### 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.

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

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