WOODSIDE WEALTH MANAGEMENT LLC

WOODSIDE WEALTH MANAGEMENT
FRAMINGHAM, Massachusetts·2 registered advisors·CRD# 175118
SEC# 801-1073531508-655-0210
01

Firm Overview

AUM
$196M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WOODSIDE WEALTH MANAGEMENT LLC

2 registered advisors
Cheryl Ann Costa
FRAMINGHAM, Massachusetts
Matthew William Costa
FRAMINGHAM, Massachusetts
05

Office Locations

FRAMINGHAM, Massachusetts
2 advisors

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Data sourced from SEC Form ADV filings. WOODSIDE WEALTH MANAGEMENT LLC (CRD# 175118) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.