WOOD WEALTH MANAGEMENT LLC

WOOD WEALTH MANAGEMENT LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 301188). Regulatory assets under management: $8.5M.

Registration

• CRD: 301188
• Type: Registered investment adviser
• Location: 10100 NORTH CENTRAL EXPRESSWAY, DALLAS, TX, 75231
• Phone: 214-739-1105
• Latest filing: 2026-02-03
• Regulatory AUM: $8.5M
• Non-discretionary AUM: $8.5M
• Clients: 1
• Accounts: 25

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 301188 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search