Active
WOODSTOCK WEALTH MANAGEMENT, INC.
Investment Advice|WOODSTOCK, GA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$629.9M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 629.9M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 283472 |
| SEC Number | 801-112663 |
| Street Address | 250 RIVER PARK NORTH DRIVE |
| Location | WOODSTOCK, GA 30188 |
| Country | United States |
| Phone | 800-279-4468 |
| Total Employees | 26 |
Client Count by Type (1,538 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 1,409 |
| High Net Worth Individual… | 99 |
| Corporations/Businesses | 30 |
County data not available for this organization.