# Woodstock Wealth Management, Inc.

> Woodstock Wealth Management, Inc. is an SEC-registered investment advisory firm in Woodstock, GA, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 283472
- Filed as: WOODSTOCK WEALTH MANAGEMENT, INC.
- Also doing business as: ASSET MANAGEMENT STRATEGIES, BANYAN PRIVATE WEALTH, CBG FINANCIAL, INC., COVENANT WEALTH MANAGEMENT, EDGEWOOD FINANCIAL GROUP, FESSLER FINANCIAL, FIT FINANCIAL, FITZSIMMONS FINANCIAL SERVICES, LLC, HALL WEALTH MANAGEMENT, LLC, RIDGE WEALTH MANAGEMENT, LLC, SHIFT FINANCIAL GROUP, INC., TOMOLONIS FINANCIAL, LLC, VERITAS FINANCIAL GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Woodstock, GA
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283472
- AdvisorCensus page: https://advisorcensus.com/firm/woodstock-wealth-management-inc-woodstock-ga-283472

## Quick answers

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

**Where is Woodstock Wealth Management, Inc. located?**
Woodstock Wealth Management, Inc.'s principal office is in Woodstock, GA, according to its Form ADV; the May 2026 filing also lists 10 other offices (Schedule D, Section 1.F).

**Is Woodstock Wealth Management, Inc. registered with the SEC or a state?**
Woodstock Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 283472.

**How much does Woodstock Wealth Management, Inc. manage?**
Woodstock Wealth Management, Inc. reports $726,566,676 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (100% discretionary).

**How have Woodstock Wealth Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Woodstock Wealth Management, Inc.: Regulatory assets under management: $391,377,367 in the October 2021 data and $726,566,676 in the October 2026 data, up 86%. Total employees: 27 in October 2021 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Woodstock Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,438); high net worth individuals (116); corporations or other businesses not listed above (32).

**Which custodians does Woodstock Wealth Management, Inc. use?**
Woodstock Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Woodstock Wealth Management, Inc. 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/283472

**What changed in Woodstock Wealth Management, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Added the business name Ridge Wealth Management, LLC. Employees performing advisory functions went from 25 to 26. Regulatory assets under management went from $629,939,767 to $726,566,676 (+15%). Changed its office addresses in Saratoga Springs, NY. Added an office in Basking Ridge, NJ. Added an office in Houston, TX. No longer lists an office in Parrish, FL.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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: $726,566,676
- Discretionary: $726,566,676
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,438 | $345,426,892 |
| High net worth individuals | 116 | $318,126,911 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | Fewer than 5 | $345,897 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 32 | $62,666,976 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 26 total, 26 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MO, MS, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Basking Ridge, NJ
- Cape Coral, FL
- Erie, PA
- Houston, TX
- Lawrenceville, GA
- Mountainside, NJ
- Saratoga Springs, NY
- Shenandoah, TX
- West Palm Beach, FL
- Willis, TX

### Websites listed on Form ADV (Item 1.I)
- assetmanagementstrategiesllc.com
- banyanprivatewealth.com
- cbgfin.com
- christomolonis.com
- covwealth.com
- edgewoodfinancialgroup.com
- fesslerfinancial.com
- fitzsimmonsfs.com
- veritas-financial.com
- wwmadvisory.com
- wwmria.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $391,377,367 | 27 | May 7, 2021 |
| October 2022 | $468,517,005 | 28 | August 2, 2022 |
| October 2023 | $418,827,117 | 28 | August 18, 2023 |
| October 2024 | $511,232,375 | 28 | April 5, 2024 |
| October 2025 | $629,939,767 | 26 | March 31, 2025 |
| October 2026 | $726,566,676 | 26 | April 1, 2026 |

Regulatory assets under management: $391,377,367 in the October 2021 data and $726,566,676 in the October 2026 data, up 86%.
Total employees: 27 in October 2021 and 26 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Added the business name Ridge Wealth Management, LLC.
- Employees performing advisory functions went from 25 to 26.
- Regulatory assets under management went from $629,939,767 to $726,566,676 (+15%).
- Changed its office addresses in Saratoga Springs, NY.
- Added an office in Basking Ridge, NJ.
- Added an office in Houston, TX.
- No longer lists an office in Parrish, FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Woodstock Wealth Management, Inc. (CRD 283472): Form ADV filing data as of October 2026.