# Woodmont Wealth Management, LLC`

> Woodmont Wealth Management, LLC` is a state-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 10, 2026.

- CRD: 341740
- Filed as: WOODMONT WEALTH MANAGEMENT, LLC`
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Pennsylvania
- Filing period: October 2026
- Form ADV filing dated: June 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/341740
- AdvisorCensus page: https://advisorcensus.com/firm/woodmont-wealth-management-llc-341740

## Quick answers

**How is Woodmont Wealth Management, LLC` compensated?**
On its Form ADV (Item 5.E, October 2026), Woodmont Wealth Management, LLC` reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Woodmont Wealth Management, LLC` registered with the SEC or a state?**
Woodmont Wealth Management, LLC` is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 341740.

**How much does Woodmont Wealth Management, LLC` manage?**
Woodmont Wealth Management, LLC` reports $0 in regulatory assets under management in its Form ADV filing dated June 10, 2026.

**Does Woodmont Wealth Management, 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/341740

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- woodmontwm.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Woodmont Wealth Management, LLC` (CRD 341740): Form ADV filing data as of October 2026.