Curtis Montgomery Minks

Woodstock Wealth Management, INC.

25 Years of Experience

2 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Woodstock Wealth Management, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

25 advisors

Number of Clients

1,538 clients

Average Client Portfolio

$410K average

Assets Under Management

$629.9M

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

250 River Park North Drive, Woodstock, GA, 30188

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Employment Separation After Allegations

June 2001

Customer Dispute

June 2001

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Curtis is the 100% owner of Lotus Positions LLC, an entity used to pay office expenses for Woodstock Wealth Management, dedicating minimal time. He also owns Lotus Positions Business Development LLC, where he offers and consults on non-securities insurance, also dedicating minimal time.