AdFi
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Woodstock Wealth Management, Inc.

SEC Registered
Assets Under Management
$500M–$1B
Office Locations
13 offices
Total Accounts
2995

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Leadership

Woodstock Holdings Inc.
OWNER
William Jasper Raike
PRESIDENT/CEO/CCO
William Jasper Raike
PRESIDENT

Office locations

13 offices in 6 states
GA
WoodstockHQ
FL
Tequesta
TX
Houston
PA
Erie
TX
Houston
TX
Willis
NJ
Mountainside
FL
West Palm Beach
FL
Parrish
TX
Shenandoah
FL
Cape Coral
NY
Saratoga Springs
NJ
Mountainside

Advisors at this firm

26 advisors in the directory

David Netkin
Investment Adviser Representative
Dual-registered
Patrick John Fitzsimmons
Investment Adviser Representative
Investment Adviser Representative
Anthony Douglas Branca
Investment Adviser Representative
Investment Adviser Representative
Marjorie Netkin
Investment Adviser Representative
Dual-registered
Ross Edwards Bruner
Investment Adviser Representative
Investment Adviser Representative
Marybeth Garry
Investment Adviser Representative
Investment Adviser Representative
William Jasper Raike III
Investment Adviser Representative
Investment Adviser Representative
Nile Joseph Steigerwald
Investment Adviser Representative
Investment Adviser Representative
Richard Alexander Girgis
Investment Adviser Representative
Investment Adviser Representative
David Rich Hall
Investment Adviser Representative
Investment Adviser Representative
Richard Jankus Jr
Investment Adviser Representative
Investment Adviser Representative
Scott Darren Fessler
Investment Adviser Representative
Investment Adviser Representative
Curtis Montgomery Minks
Investment Adviser Representative
Investment Adviser Representative
Ruth Ann Barrios
Investment Adviser Representative
Investment Adviser Representative
Dawne Ann Ferland
Investment Adviser Representative
Dual-registered
Daniel Paul Herrema
Investment Adviser Representative
Investment Adviser Representative
Christopher Scott Tomolonis
Investment Adviser Representative
Investment Adviser Representative
Daniel Aaron Mercer
Investment Adviser Representative
Investment Adviser Representative
Paul M Cerrato
Investment Adviser Representative
Investment Adviser Representative
Michael A Piccoli
Investment Adviser Representative
Investment Adviser Representative
Danny Lee Butcher II
Investment Adviser Representative
Investment Adviser Representative
William Bruckner
Investment Adviser Representative
Investment Adviser Representative
Parker Josiah Troutner
Investment Adviser Representative
Investment Adviser Representative
Nicholas Ray Casatelli
Investment Adviser Representative
Investment Adviser Representative
Jeffrey Jay Hardesty
Investment Adviser Representative
Investment Adviser Representative
Max Edward Levine
Investment Adviser Representative
Investment Adviser Representative

Regulatory & compliance

CRD number
#283472
SEC Number
801-112663
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly / Flat Fee / Performance-based
Minimum: $25,000 (waivable)

Data as of April 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Woodstock Wealth Management, Inc. 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Woodstock Wealth Management in Woodstock, GA - Firm Profile