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WOODSIDE WEALTH MANAGEMENT
Legal name: WOODSIDE WEALTH MANAGEMENT LLC
CRD 175118File 801-107353
APPROVED
Retail clients
Custody
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$266.6M
Below cohort median (national)
Discretionary AUM
$266.4M
Non-discretionary $248K
Clients
110
401 accounts
Employees
4
Bottom 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Mar 1, 2016
- Principal office
- 111 SPEEN STREET, 2ND FLOOR, FRAMINGHAM, MA, 01701
- Phone
- 508-655-0210
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $266.6M
- Discretionary AUM
- $266.4M
- Non-discretionary AUM
- $248K
- Discretionary accounts
- 396
- Non-discretionary accounts
- 5
- Total accounts
- 401
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 88 | $259.8M |
| Individuals (other than high net worth individuals) | 22 | $6.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.