{
  "crd_number": 175118,
  "slug": "woodside-wealth-management-sudbury-ma-175118",
  "primary_business_name": "WOODSIDE WEALTH MANAGEMENT",
  "legal_name": "WOODSIDE WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": "Sudbury",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-03-01",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-09-01",
  "carried_forward": false,
  "raum_total": 266612939.0,
  "raum_discretionary": 266364974.0,
  "raum_non_discretionary": 247965.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 6767868.0,
      "count": 22
    },
    "high_net_worth_individuals": {
      "raum": 259845071.0,
      "count": 88
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT",
    "MA",
    "ME",
    "NH",
    "TX"
  ],
  "websites": [
    "https://woodsidewealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/175118",
  "city_as_filed": "SUDBURY",
  "url": "https://advisorcensus.com/firm/woodside-wealth-management-sudbury-ma-175118",
  "display_name": "Woodside Wealth Management",
  "summary": "Woodside Wealth Management is an SEC-registered investment advisory firm in Sudbury, MA, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 1, 2026.",
  "citation": "AdvisorCensus. Woodside Wealth Management (CRD 175118): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Woodside Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Woodside Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Woodside Wealth Management charge?",
      "a": "Its Form ADV Part 2A brochure dated March 17, 2026 states: Hourly rate: $450 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Woodside Wealth Management located?",
      "a": "Woodside Wealth Management's principal office is in Sudbury, MA, according to its Form ADV."
    },
    {
      "q": "Is Woodside Wealth Management registered with the SEC or a state?",
      "a": "Woodside Wealth Management is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 175118."
    },
    {
      "q": "How much does Woodside Wealth Management manage?",
      "a": "Woodside Wealth Management reports $266,612,939 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (100% discretionary)."
    },
    {
      "q": "How have Woodside Wealth Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Woodside Wealth Management: Regulatory assets under management: $167,602,694 in the October 2021 data and $266,612,939 in the October 2026 data, up 59%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Woodside Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (88); individuals (other than high net worth individuals) (22)."
    },
    {
      "q": "Which custodians does Woodside Wealth Management use?",
      "a": "Woodside Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Woodside Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/175118"
    },
    {
      "q": "Does Woodside Wealth Management state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 17, 2026 says: \"In general, we require a minimum of $750,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size on a limited and ad-hoc basis.\""
    },
    {
      "q": "What changed in Woodside Wealth Management's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $226,018,513 to $266,612,939 (+18%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 167602694.0,
      "total_employees": 3,
      "filing_date": "2021-03-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 190977445.0,
      "total_employees": 3,
      "filing_date": "2022-03-23"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 170904207.0,
      "total_employees": 2,
      "filing_date": "2023-08-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 196258607.0,
      "total_employees": 3,
      "filing_date": "2024-03-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 226018513.0,
      "total_employees": 2,
      "filing_date": "2025-03-10"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 266612939.0,
      "total_employees": 4,
      "filing_date": "2026-09-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $226,018,513 to $266,612,939 (+18%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in NY."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$750,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": "$7,500",
    "planning_fees": [
      "Hourly rate: $450 an hour (financial planning services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $750,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "In general, we require a minimum of $750,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size on a limited and ad-hoc basis."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $7,500"
        ],
        "quotes": [
          "We charge a minimum fee in the amount of $7,500 annually to open and maintain an advisory account. At our discretion, we may waive the minimum fee."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $450 an hour (financial planning services)"
        ],
        "quotes": [
          "We charge an hourly fee of $450 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 750000.0,
      "minimum_annual_fee": 7500.0,
      "planning": [
        {
          "kind": "hourly",
          "amount": 450.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "In general, we require a minimum of $750,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size on a limited and ad-hoc basis.",
      "We charge a minimum fee in the amount of $7,500 annually to open and maintain an advisory account. At our discretion, we may waive the minimum fee.",
      "We charge an hourly fee of $450 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/woodside-wealth-management-sudbury-ma-175118.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 22,
      "fewer_than_5": false,
      "raum": 6767868.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 88,
      "fewer_than_5": false,
      "raum": 259845071.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/175118",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}