RIA Intel›Advisers›Texas›WOOD WEALTH MANAGEMENT LLC

WOOD WEALTH MANAGEMENT LLC

Advisory

DALLAS, TX

Data as of Feb 3, 2026 · Source: SEC Form ADV

Rank in TX

#2,386

of 2,813 advisers by AUM

Average account

$341K

across 25 accounts

AUM per adviser

$9M

1 adviser

Source: SEC Form ADV. Figures as filed Feb 3, 2026.

Total AUM

$9M

Discretionary %

0%

Clients

25

Employees

1

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$9M

Discretionary AUM$0

Non-Discretionary AUM$9M

Discretionary %0%

Total Clients25

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

25 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

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

MOORING BAY CAPITAL MANAGEMENT, LLC

DALLAS, TX

$9M

MINDFUL INVESTING LLC

$8M

MILES WEALTH MANAGEMENT, L.L.C.

$9M

FRUIT OF THE VINE FINANCIAL, LLC

NEW BRAUNFELS, TX

$8M

F3 WEALTH MANAGEMENT, LLC

$8M

HOOVER CAPITAL MANAGEMENT, LLC

SOUTHLAKE, TX

$8M

Get the full picture on WOOD WEALTH MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track WOOD WEALTH MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans