Assets Under Management
$629.9M
Number of Clients
1,538
Number of Advisors
25
Average Client AUM
$410K
AUM per Advisor
$25.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Woodstock Wealth Management provides financial planning and investment services. They offer managed accounts, performance fee programs, and financial planning/consulting. They may use third-party managers. Investment strategies are tailored to client needs. WWM manages assets on a discretionary basis.
250 River Park North Drive, Woodstock, GA, 30188