Woodstock Wealth Management
Financial Services • 
Woodstock, Georgia, United States • 1-10 Employees
Company overview
| Headquarters | Woodstock, Georgia, United States |
| Phone number | +18002794468 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | An Sec Registered Investment Adviser |
| Founded | 2018 |
| Employees | 1-10 |
| Socials |
Key Contact at Woodstock Wealth Management
Anthony Branca
President
Woodstock Wealth Management Email Formats
Woodstock Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@wwmria.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@wwmria.com | 66.7% |
{first initial}{last name} | jdoe@wwmria.com | 33.3% |
About Woodstock Wealth Management
Woodstock Wealth Management, Inc. An SEC Registered Investment Adviser 117 Towne Lake Parkway Suite 220, Woodstock, GA 30188 800-279-4468 www.wwmria.com Woodstock Wealth Management, Inc. ("WWM') is an investment adviser registered with the Securities & Exchange Commission. Based in Woodstock, Georgia, the firm provides investment management and financial planning and consulting services to individuals and other clientele. Woodstock Wealth Management, Inc., clears through Fidelity Custody & Clearing Solutions. Fidelity offers an extensive clearing and custody platform. Fidelity is headquartered in Boston, MA with several regional centers across the United States. We are affiliated with Woodstock Financial Group, Inc., a FINRA Registered broker/dealer, founded in 1995 by William J Raike, III. Woodstock Financial Group, Inc. is a broker/dealer and insurance agency; providing a variety of products and custom solutions for clients and financial professionals. Most of Woodstock Financial Group, Inc. employees have been with us for more than a decade. Our formula is teamwork. We share the same goal and are committed. We work tirelessly to meet the needs of our customers.
Woodstock Wealth Management revenue & valuation
| Annual revenue | $12,500,000 |
| Revenue per employee | $4,167,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $40,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Woodstock Wealth Management has never raised funding before.
Woodstock Wealth Management Tech Stack
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