WOODSTOCK WEALTH MANAGEMENT, INC.

Overview

Woodstock Wealth Management, Inc. is an independent registered investment adviser that services individual, family and institutional clients with a mix of financial planning and discretionary portfolio management. The firm acts as a capital allocator and uses both in-house portfolio strategies and third‑party managers — it explicitly lists selection of other advisers as part of its advisory activities. Fee arrangements are flexible: percentage of AUM is used alongside fixed fees, hourly charges and performance‑based fee structures, which suggests the firm can accommodate both traditional advisory relationships and more complex, incentive‑linked mandates. Investment activity is centered on liquid public markets, with a clear tilt toward exchange‑traded equities and ETFs for core exposures. At the same time Woodstock integrates third‑party alternative managers into client portfolios, allocating to real estate, commodities and oil & gas strategies. The firm is not identified as an active ESG investor. Its product and service mix supports private clients and institutional accounts, and the practice model indicates the capability to implement customized SMA solutions and managed accounts.

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Public Holdings

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Location & Offices