WOOD WEALTH MANAGEMENT LLC

Overview

Wood Wealth Management LLC is a small, owner-operated advisory firm focused on portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and operates primarily with non-discretionary client relationships, meaning clients retain final authority over trades and major account decisions. Its advisory activity centers on equity exposure, using exchange-traded instruments as the primary vehicle for delivering investment exposure. The firm shows an insurance-company affiliation, and that relationship appears to be integrated into its product use and client solutions. Wood Wealth Management LLC is not an active ESG investor and does not position itself as a multi-state or pension consultant advisor; its client base is concentrated on individual and family clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices