WOODSTOCK WEALTH MANAGEMENT, INC.

250 River Park North Drive
Woodstock, Georgia 30188
Tel: 800-279-4468

About WOODSTOCK WEALTH MANAGEMENT, INC.

WOODSTOCK WEALTH MANAGEMENT, INC, formally registered with the SEC as WOODSTOCK WEALTH MANAGEMENT, INC. The firm was established in 03/30/2018. They have over 24 offices throughout the country.

WOODSTOCK WEALTH MANAGEMENT, INC. is a Woodstock, Georgia based Financial Planning firm with nearly $511,232,375 assets under management, offering retirement planning & investment advisory services to 2412 clients. The firm is staffed with 28 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283472
SEC#	801-112663
Assets Managed by Firm	$511,232,375
No. of Clients	2412
No. of Advisors	28

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2412	$511,232,375
Individuals (other than high net worth individuals)	1332	$269,252,402
High net worth individuals	85	$228,000,146
Charitable organizations	1	$227,132
Corporations or other businesses	32	$13,752,695

More Retirement Planning firms in Woodstock, Georgia:

Firm Name	Assets Under Management	Total Clients	Total Advisors
INVESCO ADVISERS, INC. 1331 Spring Street Nw, Suite 2500 Atlanta, GA, 30309	$746,325,416,693	38517	2895
TRUIST ADVISORY SERVICES, INC. 303 Peachtree Street, 2nd Floor Atlanta, GA, 30303	$61,369,856,545	124201	2105
EARNEST PARTNERS, LLC 1180 Peachtree Street Ne, Suite 2300 Atlanta, GA, 30309	$35,289,452,223	7542	44
VOYA INVESTMENT MANAGEMENT LLC 5780 Powers Ferry Road Nw, Suite 300 Atlanta, GA, 30327-4349	$33,827,869,628	39	879
ATLANTA CAPITAL 1075 Peachtree Street Ne, Suite 2100 Atlanta, GA, 30309-3912	$33,178,196,876	12286	28

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