Woodside Wealth Management
Woodside Wealth Management is an SEC-registered wealth manager in Framingham, MA with $266.6M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Woodside Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 175118, SEC 801-107353, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $266.6M (2026-03-18)
- Firm type
- Wealth Manager
- Location
- Framingham, MA
- Employees
- 4
- Clients
- 110
- CRD
- 175118
- Ownership
- COSTA, CHERYL, ANN; Costa, Matthew, William; CHERYL A COSTA LIVING TRUST
How much AUM does Woodside Wealth Management have?
Woodside Wealth Management reported $266.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Woodside Wealth Management?
Disclosed owners and executives of Woodside Wealth Management include COSTA, CHERYL, ANN, Costa, Matthew, William, CHERYL A COSTA LIVING TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.