# Wood Wealth Group, LLC

> Wood Wealth Group, LLC is a state-registered investment advisory firm in Charlestown, MA, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 10, 2026.

- CRD: 327286
- Filed as: WOOD WEALTH GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Charlestown, MA
- Filing period: October 2026
- Form ADV filing dated: July 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327286
- AdvisorCensus page: https://advisorcensus.com/firm/wood-wealth-group-llc-charlestown-ma-327286

## Quick answers

**How is Wood Wealth Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wood Wealth Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wood Wealth Group, LLC located?**
Wood Wealth Group, LLC's principal office is in Charlestown, MA, according to its Form ADV.

**Is Wood Wealth Group, LLC registered with the SEC or a state?**
Wood Wealth Group, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 327286.

**How much does Wood Wealth Group, LLC manage?**
Wood Wealth Group, LLC reports $56,308,924 in regulatory assets under management in its Form ADV filing dated July 10, 2026 (84% discretionary).

**What types of clients does Wood Wealth Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (359); high net worth individuals (14).

**Does Wood Wealth Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/327286

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $56,308,924
- Discretionary: $47,025,723
- Non-discretionary: $9,283,201

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 359 | $44,968,303 |
| High net worth individuals | 14 | $11,340,621 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA, MD, MI, NH, RI, VT, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- woodwealthgroup.com
- LinkedIn @wood-wealth-group
- LinkedIn @christopherwoodcfp

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wood Wealth Group, LLC (CRD 327286): Form ADV filing data as of October 2026.