Woodstock Wealth Management, Inc.
● SEC registered since 2018CRD 283472SEC# 801-112663Woodstock, GA
Reg. AUM
$726.6M
Employees
26
Accounts
2,995
Location
Woodstock, GA
Woodstock Wealth Management, Inc. assets under management
Woodstock Wealth Management, Inc. is an SEC-registered investment adviser based in Woodstock, GA. The firm has been registered since 2018. It reports $726.6 million in regulatory assets under management and employs 26 people.
Woodstock Wealth Management, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Douglas Branca Control | President/Chief Operating Officer | Under 5% | 2023 |
| William Jasper Raike Control | Chief Executive Officer/Chief Compliance Officer | Under 5% | 2010 |
| Woodstock Holdings Inc. Control | Owner | Over 75% | 2010 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Woodstock Wealth Management, Inc. manage?
Woodstock Wealth Management, Inc. reports $726.6 million in regulatory assets under management on its Form ADV.
How many employees does Woodstock Wealth Management, Inc. have?
Woodstock Wealth Management, Inc. reports 26 employees.
Where is Woodstock Wealth Management, Inc. located?
Woodstock Wealth Management, Inc. is based in Woodstock, GA and has been SEC-registered since 2018.
Does Woodstock Wealth Management, Inc. disclose fund performance?
Woodstock Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 250 River Park North Drive, Woodstock, GA 30188 |
| Phone | 800-279-4468 |
| Office hours | 9:00a.m. - 4:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$726.6M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$726.6Mregulatory AUM
Discretionary $726.6M