WOODSIDE WEALTH MANAGEMENT LLC
Legal name: WOODSIDE WEALTH MANAGEMENT
CRD #175118 SEC #801-107353 FRAMINGHAM, MA 508-655-0210
SEC Registered
Total AUM
$226M
Discretionary
$225.8M
Employees
2
Clients
101
Accounts
401
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $226M | $225.8M | $253K | 2 | 4 |
| Mar 2025 | $226M | $225.8M | $253K | 2 | 4 |
| Mar 2024 | $196.3M | $196.1M | $111.6K | 3 | 2 |
| Aug 2023 | $170.9M | $170.8M | $102.4K | 2 | 3 |
| Feb 2023 | $170.9M | $170.8M | $102.4K | 2 | 3 |
| Mar 2022 | $191M | $190.9M | $110.6K | 3 | 5 |
| Mar 2022 | $191M | $190.9M | $110.6K | 3 | 5 |
| Mar 2021 | $167.6M | $167.5M | $122.5K | 3 | 4 |
| Jun 2020 | $144.2M | $144.1M | $119.2K | 3 | 4 |
| Mar 2020 | $144.2M | $144.1M | $119.2K | 3 | 4 |
| Mar 2019 | $121.8M | $121.7M | $113.1K | 3 | 3 |
| Oct 2018 | $125.1M | $125M | $140.8K | 2 | 2 |
| Mar 2018 | $125.1M | $125M | $140.8K | 2 | 2 |
| Sep 2017 | $114.8M | $114.6M | $140.4K | 2 | 26 |
| Jun 2017 | $114.8M | $114.6M | $140.4K | 2 | 26 |
| Feb 2017 | $114.8M | $114.6M | $140.4K | 2 | 26 |
| Feb 2017 | $100.6M | $100.5M | $116.7K | 2 | 26 |
| Mar 2016 | $100.6M | $100.5M | $116.7K | 2 | 26 |
| Feb 2016 | $100.6M | $100.5M | $116.7K | 2 | 26 |
| Feb 2016 | $100.6M | $100.5M | $116.7K | 2 | 26 |
DateOct 2025
Total AUM$226M
Discretionary$225.8M
Non-Disc.$253K
Employees2
Clients4
DateMar 2025
Total AUM$226M
Discretionary$225.8M
Non-Disc.$253K
Employees2
Clients4
DateMar 2024
Total AUM$196.3M
Discretionary$196.1M
Non-Disc.$111.6K
Employees3
Clients2
DateAug 2023
Total AUM$170.9M
Discretionary$170.8M
Non-Disc.$102.4K
Employees2
Clients3
DateFeb 2023
Total AUM$170.9M
Discretionary$170.8M
Non-Disc.$102.4K
Employees2
Clients3
DateMar 2022
Total AUM$191M
Discretionary$190.9M
Non-Disc.$110.6K
Employees3
Clients5
DateMar 2022
Total AUM$191M
Discretionary$190.9M
Non-Disc.$110.6K
Employees3
Clients5
DateMar 2021
Total AUM$167.6M
Discretionary$167.5M
Non-Disc.$122.5K
Employees3
Clients4
DateJun 2020
Total AUM$144.2M
Discretionary$144.1M
Non-Disc.$119.2K
Employees3
Clients4
DateMar 2020
Total AUM$144.2M
Discretionary$144.1M
Non-Disc.$119.2K
Employees3
Clients4
DateMar 2019
Total AUM$121.8M
Discretionary$121.7M
Non-Disc.$113.1K
Employees3
Clients3
DateOct 2018
Total AUM$125.1M
Discretionary$125M
Non-Disc.$140.8K
Employees2
Clients2
DateMar 2018
Total AUM$125.1M
Discretionary$125M
Non-Disc.$140.8K
Employees2
Clients2
DateSep 2017
Total AUM$114.8M
Discretionary$114.6M
Non-Disc.$140.4K
Employees2
Clients26
DateJun 2017
Total AUM$114.8M
Discretionary$114.6M
Non-Disc.$140.4K
Employees2
Clients26
DateFeb 2017
Total AUM$114.8M
Discretionary$114.6M
Non-Disc.$140.4K
Employees2
Clients26
DateFeb 2017
Total AUM$100.6M
Discretionary$100.5M
Non-Disc.$116.7K
Employees2
Clients26
DateMar 2016
Total AUM$100.6M
Discretionary$100.5M
Non-Disc.$116.7K
Employees2
Clients26
DateFeb 2016
Total AUM$100.6M
Discretionary$100.5M
Non-Disc.$116.7K
Employees2
Clients26
DateFeb 2016
Total AUM$100.6M
Discretionary$100.5M
Non-Disc.$116.7K
Employees2
Clients26