CRD: 283472
Woodstock Wealth Management, Inc.
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-30-2018
- Office Locations
- 23
Office Locations
About Woodstock Wealth Management, Inc.
Woodstock Wealth Management, Inc. is a Woodstock, GA-based RIA offering financial planning and investment management, including insurance, retirement and estate planning support. Investment implementation centers on ETFs and mutual funds, with fixed income and annuity solutions as appropriate, emphasizing risk management and wealth preservation. The firm serves individuals including entrepreneurs, custodies primarily with Fidelity/NFS, and operates across multiple office locations.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
ANTHONY DOUGLAS BRANCA
CHIEF OPERATING OFFICER, Investment Advisor, President
- CRD
- #1178639
- Ownership
- Less than 5%
WILLIAM JASPER RAIKE III
Founder
- CRD
- #1502298
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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RUTH ANN BARRIOS
Financial Advisor
- CRD
- #2747022
WILLIAM BRUCKNER
Managing Director
- CRD
- #5754875
Showing 2 of 26 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $726,566,676 | $242,593 |
| Non-Discretionary | $0 | -- |
| Total | $726,566,676 | $242,593 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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