Be advised. This firm is no longer registered.

Wood Asset Management LLC

Wood Asset Management LLC (CRD# 106347) is a financial advisory firm headquartered in Sarasota, FL. They manage $386,541,537 in 196 accounts and serve the financial needs of clients across 40 states (or territories).

By the Numbers
  • Total Assets Under Management
    387
    MILLION
  • Total Number of Accounts
    196
    ACCOUNTS
  • Average Account Value
    $1,972,151
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Wood Asset Management LLC
No Advisor Found.
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