Wood River Consulting
Firm details
- Headquarters
- ,
- CRD number
- 298095
- Website
- woodriverconsultingllc.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals60%
- Pension & Profit Sharing Plans40%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Wood River Consulting is a small, owner-operated registered investment adviser that focuses on portfolio management for individuals and small businesses while also offering pension consulting services. The firm charges a mix of percentage-of-assets and fixed fees and serves both individual/family and institutional clients. Its investment approach centers on using pooled public funds as the core exposure, supplemented by selective allocations to externally managed alternative strategies. Wood River Consulting is not positioned as a capital allocator running proprietary funds; instead it places capital with third-party managers when seeking exposure to private-market or commodity strategies. The adviser does not report an active ESG mandate and operates from a single-state footprint.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds90%
- Cash & Cash Equivalents5%
- State & Local Bonds4%
- Exchange Traded Equities1%
Contacts
1 of 1
Steven Sundberg
President, CCOCRD 1902296
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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