Woodside Wealth Management
Firm details
- Headquarters
- Sudbury, 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
FINTRXOverview
Woodside Wealth Management is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (initial registration 2016) and focuses on serving individual and family clients, delivering financial planning and portfolio management for individuals and small businesses. Its fee model includes assets-under-management fees alongside hourly and fixed-fee engagements. Woodside describes itself as a non-ESG investor and does not position itself as a capital allocator or pension consultant.
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
- Public Funds/Mutual Funds88%
- Exchange Traded Equities6%
- Cash & Cash Equivalents6%
Contacts
2 of 2
Matthew Costa
Co-Founder, Senior Financial AdvisorCRD 6661537
Cheryl Costa
FounderCRD 5030307
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$147M in ETFs
80%
$117M
20%
$29.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $34.9M | 49,788 | 23.76% |
Location
Sudbury, MA
Middlesex
Location
Sudbury, MA
Headquartered in Sudbury, 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
- 365 Boston Post Rd
- Time zone
- ET (UTC-5)
- Office locations
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