WOOD WEALTH GROUP, LLC

WOOD WEALTH GROUP, LLC of CHARLESTOWN, MA is an SEC-registered investment adviser (CRD 327286). Regulatory assets under management: $56.3M.

Registration

• CRD: 327286
• Type: Registered investment adviser
• Location: 529 MAIN STREET, CHARLESTOWN, MA, 02129
• Phone: 617-546-9949
• Latest filing: 2026-07-10
• Regulatory AUM: $56.3M
• Discretionary AUM: $47.0M
• Non-discretionary AUM: $9.3M
• Clients: 6
• Accounts: 373

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, 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 327286 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search