Woodside Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Framingham, MA. Its latest Form ADV filing, dated March 18, 2026, reports $267M in regulatory assets under management, 4 employees, and 401 accounts.
Assets Under Management
$267M
Employees
4
Offices
--
Total Clients
110
Primary office
FRAMINGHAM, MA
111 SPEEN STREET, 2ND FLOOR, FRAMINGHAM, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 80.0% of total clients.
Top client categories% of clientsClients
1
HNWI
80.0%
88
2
Individuals
20.0%
22
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$267Mas of March 18, 2026
Discretionary99.9%
$266M
100% of total RAUM99.9%
Non-discretionary0.1%
$248K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$267M
Total Accounts401
10Y AUM Change+$152M (+132.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee28:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.