ASHWOOD ADVISORS
Firm details
- Headquarters
- MEDFIELD, Massachusetts
- CRD number
- 128811
- Registered since
- April 29, 2026
- Website
- www.geremiainvestments.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.08%
- Individuals24.92%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Ashwood Advisors is an independent registered investment adviser that focuses on individual and family clients. The firm provides financial planning and discretionary and non-discretionary portfolio management for individuals and small businesses, and also operates as an insurance broker. Its billing mixes asset-based fees with hourly and fixed-fee arrangements. Regulatory data shows SEC registration recorded in 2026; the firm is structured as an LLC and is owned by an individual. Ashwood does not present itself as an active ESG investor and is not set up as a capital allocator to third-party managers.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds64%
- Exchange Traded Equities18%
- US Government Bonds11%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents2%
Contacts
2 of 2STEPHEN GEREMIA
Senior Investment AdvisorCRD 1459834
Matthew Geremia
AdvisorCRD 6355547
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MEDFIELD, MA
NORFOLK
Location
MEDFIELD, MA
Headquartered in MEDFIELD, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- NORFOLK
- Address
- 5 N Meadows Rd
- Time zone
- ET (UTC-5)
- Office locations
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