W
$8.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
7 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-07-2019
- Office Locations
- 1
Office Locations
10100 North Central Expressway Suite 333 Dallas TX
About Wood Wealth Management LLC
Wood Wealth Management LLC is a Dallas-based RIA. The firm has been operating for 7 years. Managing $8.5M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
67 AVG AGE
$8.5M AVG AUM / ADVISOR
$340.7K AVG AUM / CLIENT
7.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
ROBERT WILLIAM WOOD
Chief Compliance Officer, Financial Advisor, Managing Member, Owner
- CRD
- #1726341
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $8,516,425 | -- |
| Total | $8,516,425 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
Continue browsing