RIA Intel›Advisers›Georgia›WOODSTOCK WEALTH MANAGEMENT, INC.

WOODSTOCK WEALTH MANAGEMENT, INC.

Advisory

N·WOODSTOCK, GA

Data as of Apr 1, 2026 · Source: SEC Form ADV

Total AUM

$727M

1-Year AUM Growth

+23.2%

3-Year CAGR

+10.3%

Employees

26

Assets Under Management

Total AUM$727M

Discretionary AUM$727M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1,538

Team

Total Employees26

Investment Advisers26

Employee Growth (1Y)-3.9%

Filing History

Total Filings on Record33

First FilingFeb 17, 2018

Latest FilingApr 1, 2026

🔒 Full AUM trend chart and 33 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WOODSTOCK WEALTH MANAGEMENT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.