Wood Wealth Management LLC
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 301188
- Website
- www.woodwealthmanagement.net
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI51.24%
- Individuals48.76%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Wood Wealth Management LLC is a small, privately owned investment advisory firm organized as an LLC that serves individual and family clients. The firm charges fees based on a percentage of assets under management and focuses on portfolio management for individuals and small businesses. It identifies as not pursuing ESG strategies and is not structured as a multi-state or related adviser. The firm lists an affiliation with an insurance company, which may inform product availability or client solutions.
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
- Exchange Traded Equities80%
- Public Funds/Mutual Funds20%
Owners & executives
1 of 1Robert Wood
Managing Member And Chief Compliance OfficerCRD 1726341
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 10100 N Central Expy
- Time zone
- CT (UTC-6)
- Office locations
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