The WOODSTOCK WEALTH MANAGEMENT is a privately held investment adviser that advises $726.57mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. WOODSTOCK WEALTH MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 85.64% over the last 5-years.
The Group has been registered with the SEC for 8.34 years and is comprised of 1 filing and 0 relying advisers. They operate out of 15 office locations with their Headquarters at 250 RIVER PARK NORTH DRIVE, WOODSTOCK, GEORGIA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 26 employees comprised of 26 investment and 0 non-investment staff. The total number of Employees decreased by 3.7% over the last 5-years.
Their $726.57mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 32 other accounts. Assets of Individuals clients own $345.43mn or 47.54% of Total Assets and High Net Worth Individuals own $318.13mn or 43.78% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
WOODSTOCK WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.