Wood River Consulting

RIASEC Registered
Total AUM
$10M
Discretionary
$10M
100% of AUM
Avg account
$238K
Accounts
42
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
298095
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals60%
  • Pension & Profit Sharing Plans40%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Wood River Consulting is a small, owner-operated registered investment adviser that focuses on portfolio management for individuals and small businesses while also offering pension consulting services. The firm charges a mix of percentage-of-assets and fixed fees and serves both individual/family and institutional clients. Its investment approach centers on using pooled public funds as the core exposure, supplemented by selective allocations to externally managed alternative strategies. Wood River Consulting is not positioned as a capital allocator running proprietary funds; instead it places capital with third-party managers when seeking exposure to private-market or commodity strategies. The adviser does not report an active ESG mandate and operates from a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 90%, Cash & Cash Equivalents 5%, State & Local Bonds 4%, Exchange Traded Equities 1%90%
  • Public Funds/Mutual Funds90%
  • Cash & Cash Equivalents5%
  • State & Local Bonds4%
  • Exchange Traded Equities1%

Contacts

1 of 1
  • Steven Sundberg

    Steven Sundberg

    President, CCOCRD 1902296

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth