# Woodside Wealth Management

> 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.

- CRD: 175118
- Filed as: WOODSIDE WEALTH MANAGEMENT
- Legal name: Woodside Wealth Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sudbury, MA
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/175118
- AdvisorCensus page: https://advisorcensus.com/firm/woodside-wealth-management-sudbury-ma-175118

## Quick answers

**How is Woodside Wealth Management compensated?**
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).

**How much does Woodside Wealth Management charge?**
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.

**Where is Woodside Wealth Management located?**
Woodside Wealth Management's principal office is in Sudbury, MA, according to its Form ADV.

**Is Woodside Wealth Management registered with the SEC or a state?**
Woodside Wealth Management is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 175118.

**How much does Woodside Wealth Management manage?**
Woodside Wealth Management reports $266,612,939 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (100% discretionary).

**How have Woodside Wealth Management's assets and staff changed since 2021?**
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.

**What types of clients does Woodside Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (88); individuals (other than high net worth individuals) (22).

**Which custodians does Woodside Wealth Management use?**
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.

**Does Woodside Wealth Management report any disciplinary disclosures?**
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

**Does Woodside Wealth Management state an account minimum?**
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."

**What changed in Woodside Wealth Management's recent Form ADV filings?**
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).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 17, 2026)

- Account minimum: $750,000 (the brochure says it may be waived or negotiated)

> 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.

- Minimum annual fee: $7,500

> 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.

- Hourly rate: $450 an hour (financial planning services)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $266,612,939
- Discretionary: $266,364,974
- Non-discretionary: $247,965

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 22 | $6,767,868 |
| High net worth individuals | 88 | $259,845,071 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, MA, ME, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $167,602,694 | 3 | March 1, 2021 |
| October 2022 | $190,977,445 | 3 | March 23, 2022 |
| October 2023 | $170,904,207 | 2 | August 30, 2023 |
| October 2024 | $196,258,607 | 3 | March 13, 2024 |
| October 2025 | $226,018,513 | 2 | March 10, 2025 |
| October 2026 | $266,612,939 | 4 | September 1, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $226,018,513 to $266,612,939 (+18%).
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Woodside Wealth Management (CRD 175118): Form ADV filing data as of October 2026.