WOODSIDE WEALTH MANAGEMENT LLC

WOODSIDE WEALTH MANAGEMENT LLC of FRAMINGHAM, MA is an SEC-registered investment adviser (CRD 175118). Regulatory assets under management: $266.6M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

NameRoleLocation
Cheryl Ann CostaCHIEF COMPLIANCE OFFICER; MEMBER/CHIEF COMPLIANCE OFFICER
Matthew William CostaFINANCIAL ADVISOR; SENIOR FINANCIAL ADVISOR; SENIOR FINANCIAL ADVISOR, CHIEF OPERATING OFFICER
COSTA CHERYL ANNMEMBER/CHIEF COMPLIANCE OFFICER; PRINCIPAL/CHIEF COMPLIANCE OFFICER
Costa Matthew WilliamSENIOR FINANCIAL ADVISOR

More on this firm