WOODSIDE WEALTH MANAGEMENT
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About the firm
Woodside Wealth Management is made up of dedicated, experienced and credentialed financial advisors who provide top-notch client services and expert advice to individuals, families, and businesses. They have decades of experience in the Financial Planning and Wealth Management industry, and their lead advisors are all CERTIFIED FINANCIAL PLANNER™ professionals. The firm operates as a fee-only, independent, fiduciary financial advisor.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning and wealth management, including fee-only investment management with a focus on low-cost, tax-efficient, and well-diversified investments, retirement income planning, and personalized financial strategies for major life events.
Who they serve
Individuals, families, and businesses, including retirees and almost-retirees, clients in the tech and pharmaceutical industries, and women in those industries.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 22 | $6.8M |
| High Net Worth Individuals | 88 | $260M |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0-$5,000,000 | 1.00% |
| $5,000,001-$10,000,000 | 0.75% |
| $10,000,001 and higher | 0.50% |
Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WOODSIDE WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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