Woodside Wealth Management
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
FINTRXOverview
Woodside Wealth Management is an independent registered investment adviser organized as an LLC and SEC-registered since 2016. The firm serves individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements include asset-based fees, hourly billing, and fixed-fee engagements. Woodside reports that it does not position itself as a capital allocator and does not identify as an active ESG investor.
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-FounderCRD 6661537
Cheryl Costa
FounderCRD 5030307
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$145M in ETFs
80%
$116M
20%
$28.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $33.9M | 49,298 | 23.39% |
Location
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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