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).

Current Firm Details
1605 Main Street, Suite 904, Sarasota, FL 34236
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
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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