A
$126.9M Total AUM
$71.7M Disc. AUM
-- 3Y CAGR
3 Employees
112 ADV. Clients
27 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-1999
- Office Locations
- 1
Office Locations
5 North Meadows Road Medfield MA
About Ashwood Advisors
Ashwood Advisors is a Medfield, MA-based RIA providing investment management alongside personalized financial, retirement, education, and business planning. The firm emphasizes values-based advice, with a stated focus on selecting funds with strong Environmental, Social, and Governance (ESG) outcomes and long-term sustainability. Custody relationships include Fidelity/NFS and Pershing.
Team overview
-- AVG AGE
$63.5M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
15.2 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
27yrs Firm Age
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Asset Classes
Bridge atlas Timber
Client Personas
Oak atlas
Investment Themes
Element Glacier foundation Fusion Catalyst focus Optima
Investment Vehicles
Atlas
Services
Delta signal Pioneer Summit pathway Catalyst oak Signal glacier Bridge ember
Owner & Executives
STEPHEN ANDREA GEREMIA
Chief Compliance Officer, Managing Member, Senior Investment Advisor
- CRD
- #1459834
- Ownership
- 75% or more
(403) 281-2385
vector.fusion@optimacapital.com
in linkedin.com/in/crest-value
Showing 1 of 1 owners & executives
Unlock allContacts
MATTHEW A. GEREMIA
Certified Financial Planner
- CRD
- #6355547
(698) 986-4960
vertex.zenith@elementcapital.com
in linkedin.com/in/pioneer-bridge
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,710,879 | $398,394 |
| Non-Discretionary | $55,237,257 | $3,682,484 |
| Total | $126,948,136 | $651,016 |
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Separately Managed Accounts
Total SMA Asset: $126,948,136
Public Funds:
8.5% Equity - Exchange:
27.8% U.S. Government/Agency:
17.6% Corporate - Investment Grade:
12.0% Cash:
26.7% Municipal Bonds:
7.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $650,967,549 | 8.5% |
| Equity - Exchange | $2,129,046,808 | 27.8% |
| U.S. Government/Agency | $1,347,885,749 | 17.6% |
| Corporate - Investment Grade | $919,013,011 | 12.0% |
| Cash | $2,044,803,949 | 26.7% |
| Municipal Bonds | $566,724,690 | 7.4% |
| Total | $7,658,441,756 | 100.0% |