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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-15-2017
- Office Locations
- 1
Office Locations
About Woods Advisory Services LLC
Woods Financial Services is a Maryland-based RIA providing long-term financial planning and investment management, with assets managed through Charles Schwab. The firm focuses on aligning business and personal goals for clients such as business owners, supporting tax strategy and compliance alongside exit, estate, and legacy planning. Portfolios emphasize diversified allocation with significant ETF usage, designed for disciplined, long-term decision-making.
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Owner & Executives
BRIAN RICHARD WOODS
Chief Compliance Officer, Managing Member, Registered Representative
- CRD
- #2411534
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,175,735 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,175,735 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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