WOODSIDE WEALTH MANAGEMENT

RIASEC RegisteredEst. 2016

Total AUM

$267M

Discretionary

$266M

100% of AUM

Avg account

$665K

Accounts

401

Employees

4

Advisory reps

2

Firm details

Headquarters: FRAMINGHAM, Massachusetts
CRD number: 175118
Registered since: March 1, 2016
Website: woodsidewealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI97.46%
Individuals2.54%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Woodside Wealth Management is an independent, SEC-registered registered investment adviser formed as an LLC in 2016 that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and charges a mix of percentage-of-AUM, hourly, and fixed fees. Woodside reports it is not an active ESG investor, does not act as a capital allocator, and is not affiliated with a related adviser or pension consulting practice.

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 Funds88%
Exchange Traded Equities6%
Cash & Cash Equivalents6%

Contacts

2 of 2

Matthew Costa
Co-FounderCRD 6661537
CHERYL COSTA
FounderCRD 5030307

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 36

Active vs passive

$131M in ETFs

Passive

81%

$106M

Active

19%

$25.2M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD 500 INDEX FUND (VOO)	Vanguard	Passive	Large Blend	$29.5M	49,427	22.50%

Unlock additional holdings →

Primary office

FRAMINGHAM, MA

MIDDLESEX

Location

FRAMINGHAM, MA

Headquartered in FRAMINGHAM, 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: MIDDLESEX
Address: 111 Speen St
Time zone: ET (UTC-5)
Office locations

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