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).
Current Firm Details
By the Numbers
-
Total Assets Under Management196MILLION
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Total Number of Accounts381ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, MA, ME, NH, NY, TX
Financial Advisors at Woodside Wealth Management
1
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 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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