Wood Wealth Group, LLC

RIASEC Registered

Total AUM

$56.3M

Discretionary

$47M

84% of AUM

Avg account

$151K

Accounts

373

Employees

6

Advisory reps

6

Firm details

Headquarters: Charlestown, Massachusetts
CRD number: 327286
Custodians: ASSETMARK TRUST CO., CHARLES SCHWAB & CO., INC., JACKSON VARIABLE ANNUITIES, MORNINGSTAR INVESTMENT MANAGEMENT, BETTERMENT, JOHN HANCOCK DISTRIBUTORS LLC, CAPITAL CLIENT GROUP, INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Individuals79.86%
HNWI20.14%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Wood Wealth Group, LLC is an independent, individual-owned registered investment adviser that works primarily with individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with insurance brokerage services, and it charges clients via a mix of AUM-based fees, fixed fees and other fee arrangements. According to its disclosures the firm is not an active ESG investor, is not set up as a capital allocator, and is not a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds81%
Exchange Traded Equities13%
Cash & Cash Equivalents6%

Owners & executives

1 of 1

Jeffrey Spencer
Founder and CEOCRD 5999870

Contacts

3 of 5

Christopher Wood
PresidentCRD 5754992
Geoffrey Mishkin
Financial AdvisorCRD 6978139
Robin Faulkner-Harrison
Financial AdvisorCRD 6745884

Unlock 2 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Charlestown, MA

Suffolk

Location

Charlestown, MA

Headquartered in Charlestown, 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: Suffolk
Address: 529 Main St
Time zone: ET (UTC-5)
Office locations

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