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 operates as an independent Registered Investment Adviser organized as an LLC and registered with the SEC in 2016. The firm serves individual and family clients, providing financial planning and portfolio management services geared toward individuals and small businesses. Its fee model includes a percentage-of-AUM component supplemented by hourly and fixed-fee engagements. Regulatory filings indicate ownership involves a domestic entity and an individual; the adviser is not labeled a capital allocator and is not registered as a multi-state adviser. ESG investing is not identified as an active focus.
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
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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