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WOOD WEALTH GROUP, LLC

Advisory

CHARLESTOWN, MA

Data as of Jul 10, 2026 · Source: SEC Form ADV

Rank in MA
#1,119
of 1,590 advisers by AUM
Average account
$151K
across 373 accounts
AUM per adviser
$11M
5 advisers

Source: SEC Form ADV. Figures as filed Jul 10, 2026.

Total AUM
$56M
Discretionary %
83.5%
Clients
373
Employees
6

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$56M
Discretionary AUM$47M
Non-Discretionary AUM$9M
Discretionary %83.5%
Total Clients373
Team
Total Employees6
Investment Advisers5
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates In9 states
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

OPTIWEALTH LLC
SUDBURY, MA
$56M
BURR & COMPANY, LLC
OSTERVILLE, MA
$56M
-8.5% 1Y
CAMBRIDGE TRUSTEE ADVISORS INC
$56M
-6.8% 1Y
SUNDERLAND CAPITAL PARTNERS LP
BOSTON, MA
$56M
+79.8% 1Y
GENEROUS WEALTH MANAGEMENT LLC
$55M
WILLIAMS ADVISORY SERVICES, LLC
WELLESLEY, MA
$58M

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