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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 15, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Costa, Matthew, William | I | SENIOR FINANCIAL ADVISOR | NA | Control |
| Costa, Matthew, William | I | SENIOR FINANCIAL ADVISOR | NA | Control |
| Costa, Matthew, William | I | SENIOR FINANCIAL ADVISOR | NA | Control |
| Costa, Matthew, William | I | SENIOR FINANCIAL ADVISOR | NA | Control |
| Costa, Matthew, William | I | FINANCIAL ADVISOR | NA | Control |
| Costa, Matthew, William | I | SENIOR FINANCIAL ADVISOR | NA | Control |
| Costa, Matthew, William | I | FINANCIAL ADVISOR | NA | Control |
| COSTA, CHERYL, ANN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| COSTA, CHERYL, ANN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| COSTA, CHERYL, ANN | I | PRINCIPAL/CHIEF COMPLIANCE OFFICER | E | Control |
| COSTA, CHERYL, ANN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| COSTA, CHERYL, ANN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| COSTA, CHERYL, ANN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| COSTA, CHERYL, ANN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| COSTA, CHERYL, ANN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| COSTA, CHERYL, ANN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| COSTA, CHERYL, ANN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| COSTA, CHERYL, ANN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| COSTA, CHERYL, ANN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| COSTA, CHERYL, ANN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| COSTA, CHERYL, ANN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| COSTA, CHERYL, ANN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| COSTA, CHERYL, ANN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| COSTA, CHERYL, ANN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| COSTA, CHERYL, ANN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| COSTA, CHERYL, ANN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| COSTA, CHERYL, ANN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| COSTA, CHERYL, ANN | I | MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Oct 15, 2025 REGISTERED
Notice Filings (6)
CT MA ME NH NY TX
Address
111 SPEEN STREET2ND FLOOR
FRAMINGHAM, MA 01701
United States
Phone: 508-655-0210