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WOODSTOCK WEALTH MANAGEMENT, INC.
CRD 283472File 801-112663
APPROVED
Retail clients
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$726.6M
Above cohort median (national)
Discretionary AUM
$726.6M
Clients
1,586
2,995 accounts
Employees
26
Above cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Mar 30, 2018
- Principal office
- 250 RIVER PARK NORTH DRIVE, WOODSTOCK, GA, 30188
- Phone
- 800-279-4468
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $726.6M
- Discretionary AUM
- $726.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,995
- Non-discretionary accounts
- 0
- Total accounts
- 2,995
- AUM per client
- $458K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 32 | $62.7M |
| Charitable organizations | Fewer than 5 | $346K |
| High net worth individuals | 116 | $318.1M |
| Individuals (other than high net worth individuals) | 1,438 | $345.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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.