Woodside Wealth Management

Woodside Wealth Management (CRD# 175118) is a financial advisory firm headquartered in Framingham, MA. They manage $196,258,607 in 381 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    196
    MILLION
  • Total Number of Accounts
    381
    ACCOUNTS
  • Average Account Value
    $515,114
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, MA, ME, NH, NY, TX

Financial Advisors at Woodside Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Cheryl A. Costa
CRD#: 5030307
111 Speen Street, 2nd Floor, Framingham, MA 01701

Cheryl Costa (CRD# 5030307) is an Investment Advisor Representative working at Woodside Wealth Management in Framingham, MA and has 1 year of experience in the finance industry.

2
Matthew W. Costa
CRD#: 6661537
111 Speen Street, 2nd Floor, Framingham, MA 01701

Matthew Costa (CRD# 6661537) is an Investment Advisor Representative working at Woodside Wealth Management in Framingham, MA and has over 7 years of experience in the finance industry.

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