W
$56.3M Total AUM
$47.0M Disc. AUM
-- 3Y CAGR
6 Employees
373 ADV. Clients
2 yrs Firm Age
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- Custodian
- Assetmark · Betterment · Charles Schwab & Company · John Hancock
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-09-2024
- Office Locations
- 2
Office Locations
404 N Street Suite 304 Rock Springs WY
529 Main Street Suite P200 Charlestown MA
About Wood Wealth Group, LLC
Wood Wealth Group, LLC is a Charlestown-based RIA with 2 offices. The firm has been operating for 2 years. Managing $56.3M in total assets under management, with 5 advisory representatives. They custody assets with Assetmark and Betterment.
Team overview
32 AVG AGE
$11.3M AVG AUM / ADVISOR
$151.0K AVG AUM / CLIENT
1.7 yrs AVG TENURE
6 Employees
5 Advisory Reps
5 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
CHRISTOPHER JOSEPH WOOD
Chief Compliance Officer, Founder, President
- CRD
- #5754992
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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P
PAUL RUSSELL ADAMS
Advisor
- CRD
- #6704589
Available
Available
Available
Robin Leslie Faulkner-Harrison
--
- CRD
- #6745884
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,025,723 | -- |
| Non-Discretionary | $9,283,201 | -- |
| Total | $56,308,924 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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