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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-13-2015
- Office Locations
- 2
Office Locations
About Woodside Wealth Management
Woodside Wealth Management is an independent, fee-only fiduciary RIA providing wealth management and financial planning for individuals, families, and businesses, including entrepreneurs and retirees. The team is led by CFP® professionals and follows a goals-based process (plan, implement, monitor). Portfolios emphasize long-term, low-cost, tax-efficient, well-diversified investing, with custody through Charles Schwab.
Team overview
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Asset Classes
Client Personas
Fund Managers
Investment Themes
Investment Vehicles
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Owner & Executives
CHERYL ANN COSTA
Chief Compliance Officer, Principal
- CRD
- #5030307
- Ownership
- Less than 5%
Matthew William Costa
CHIEF OPERATING OFFICER, Financial Advisor, General Partner, SENIOR FINANCIAL ADVISOR
- CRD
- #6661537
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $266,364,974 | $672,639 |
| Non-Discretionary | $247,965 | $49,593 |
| Total | $266,612,939 | $664,870 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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