Woodside Wealth Management LLC
● SEC registered since 2016CRD 175118SEC# 801-107353Framingham, MA
Reg. AUM
$266.6M
Employees
4
Accounts
401
Location
Framingham, MA
Woodside Wealth Management LLC assets under management
Woodside Wealth Management LLC operates as an SEC-registered investment adviser based in Framingham, MA. The firm has been registered since 2016. It reports $266.6 million in regulatory assets under management and employs 4 people.
Woodside Wealth Management LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cheryl a Costa Living Trust Control | Trustee | Over 75% | 2026 |
| Cheryl Ann Costa Control | Chief Compliance Officer | Under 5% | 2014 |
| Matthew William Costa Control | Senior Financial Advisor, Chief Operating Officer | Under 5% | 2014 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Woodside Wealth Management LLC manage?
Woodside Wealth Management LLC reports $266.6 million in regulatory assets under management on its Form ADV.
How many employees does Woodside Wealth Management LLC have?
Woodside Wealth Management LLC reports 4 employees.
Where is Woodside Wealth Management LLC located?
Woodside Wealth Management LLC is based in Framingham, MA and has been SEC-registered since 2016.
Does Woodside Wealth Management LLC disclose fund performance?
Woodside Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 111 Speen Street, 2nd Floor, Framingham, MA 01701 |
| Phone | 508-655-0210 |
| Fax | 508-302-6113 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$266.6M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$266.6Mregulatory AUM
Discretionary $266.4MNon-discretionary $248K