WOODGREEN ADVISORY, LLC

WOODGREEN ADVISORY, LLC is an SEC-registered investment adviser (CRD 315552). Regulatory assets under management: $22.2M.

Registration

• CRD: 315552
• Type: Registered investment adviser
• Phone: 828-381-7408
• Latest filing: 2026-03-24
• Regulatory AUM: $22.2M
• Discretionary AUM: $22.2M
• Clients: 1
• Accounts: 10

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315552 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search