Woodstock Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Woodstock, GA. Its latest Form ADV filing, dated April 1, 2026, reports $727M in regulatory assets under management, 26 employees, 25 offices, and 2,995 accounts.
Assets Under Management
$727M
Employees
26
Offices
25 offices
Total Clients
1,586
Primary office
WOODSTOCK, GA
250 RIVER PARK NORTH DRIVE, WOODSTOCK, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.7% of total clients.
Top client categories% of clientsClients
1
Individuals
90.7%
1,438
2
HNWI
7.3%
116
3
Corporations
2.0%
32
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$727Mas of April 1, 2026
Discretionary100.0%
$727M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$727M
Total Accounts2,995
10Y AUM Change+$727M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees26
Clients per Employee61:1
10Y Employee Change+24 (+1200.0%)
* 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.