WOODSTOCK WEALTH MANAGEMENT, INC.
CRD #283472 SEC #801-112663 WOODSTOCK, GA 800-279-4468
SEC Registered
Total AUM
$629.9M
Discretionary
$629.9M
Employees
26
Clients
25
Accounts
2,834
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $629.9M | $629.9M | $0 | 26 | 2 |
| Oct 2024 | $511.2M | $511.2M | $0 | 28 | 5 |
| Apr 2024 | $511.2M | $511.2M | $0 | 28 | 5 |
| Apr 2024 | $511.2M | $511.2M | $0 | 28 | 5 |
| Mar 2024 | $511.2M | $511.2M | $0 | 28 | 5 |
| Aug 2023 | $418.8M | $418.8M | $0 | 28 | 5 |
| Apr 2023 | $418.8M | $418.8M | $0 | 28 | 5 |
| Mar 2023 | $468.5M | $468.5M | $0 | 28 | 5 |
| Feb 2023 | $468.5M | $468.5M | $0 | 28 | 5 |
| Aug 2022 | $468.5M | $468.5M | $0 | 28 | 5 |
| Mar 2022 | $468.5M | $468.5M | $0 | 28 | 5 |
| May 2021 | $391.4M | $391.4M | $0 | 27 | 8 |
| Mar 2021 | $391.4M | $391.4M | $0 | 27 | 8 |
| Nov 2020 | $272.2M | $272.2M | $0 | 29 | 8 |
| Jun 2020 | $272.2M | $272.2M | $0 | 29 | 8 |
| Mar 2020 | $272.2M | $272.2M | $0 | 29 | 8 |
| Mar 2020 | $252.7M | $252.7M | $0 | 29 | 0 |
| Jan 2020 | $252.7M | $252.7M | $0 | 36 | 0 |
| Dec 2019 | $252.7M | $252.7M | $0 | 36 | 0 |
| Dec 2019 | $252.7M | $252.7M | $0 | 36 | 0 |
| Sep 2019 | $252.7M | $252.7M | $0 | 36 | 0 |
| Aug 2019 | $252.7M | $252.7M | $0 | 36 | 0 |
| Jul 2019 | $252.7M | $252.7M | $0 | 36 | 0 |
| Apr 2019 | $252.7M | $252.7M | $0 | 36 | 0 |
| Mar 2019 | $252.7M | $252.7M | $0 | 36 | 0 |
| Jan 2019 | $0 | $0 | $0 | 2 | 0 |
| Jan 2019 | $0 | $0 | $0 | 2 | 0 |
| Sep 2018 | $0 | $0 | $0 | 2 | 0 |
| Jul 2018 | $0 | $0 | $0 | 2 | 0 |
| Jul 2018 | $0 | $0 | $0 | 2 | 0 |
| May 2018 | $0 | $0 | $0 | 2 | 0 |
| May 2018 | $0 | $0 | $0 | 2 | 0 |
| Feb 2018 | $0 | $0 | $0 | 2 | 0 |
DateApr 2025
Total AUM$629.9M
Discretionary$629.9M
Non-Disc.$0
Employees26
Clients2
DateOct 2024
Total AUM$511.2M
Discretionary$511.2M
Non-Disc.$0
Employees28
Clients5
DateApr 2024
Total AUM$511.2M
Discretionary$511.2M
Non-Disc.$0
Employees28
Clients5
DateApr 2024
Total AUM$511.2M
Discretionary$511.2M
Non-Disc.$0
Employees28
Clients5
DateMar 2024
Total AUM$511.2M
Discretionary$511.2M
Non-Disc.$0
Employees28
Clients5
DateAug 2023
Total AUM$418.8M
Discretionary$418.8M
Non-Disc.$0
Employees28
Clients5
DateApr 2023
Total AUM$418.8M
Discretionary$418.8M
Non-Disc.$0
Employees28
Clients5
DateMar 2023
Total AUM$468.5M
Discretionary$468.5M
Non-Disc.$0
Employees28
Clients5
DateFeb 2023
Total AUM$468.5M
Discretionary$468.5M
Non-Disc.$0
Employees28
Clients5
DateAug 2022
Total AUM$468.5M
Discretionary$468.5M
Non-Disc.$0
Employees28
Clients5
DateMar 2022
Total AUM$468.5M
Discretionary$468.5M
Non-Disc.$0
Employees28
Clients5
DateMay 2021
Total AUM$391.4M
Discretionary$391.4M
Non-Disc.$0
Employees27
Clients8
DateMar 2021
Total AUM$391.4M
Discretionary$391.4M
Non-Disc.$0
Employees27
Clients8
DateNov 2020
Total AUM$272.2M
Discretionary$272.2M
Non-Disc.$0
Employees29
Clients8
DateJun 2020
Total AUM$272.2M
Discretionary$272.2M
Non-Disc.$0
Employees29
Clients8
DateMar 2020
Total AUM$272.2M
Discretionary$272.2M
Non-Disc.$0
Employees29
Clients8
DateMar 2020
Total AUM$252.7M
Discretionary$252.7M
Non-Disc.$0
Employees29
Clients0
DateJan 2020
Total AUM$252.7M
Discretionary$252.7M
Non-Disc.$0
Employees36
Clients0
DateDec 2019
Total AUM$252.7M
Discretionary$252.7M
Non-Disc.$0
Employees36
Clients0
DateDec 2019
Total AUM$252.7M
Discretionary$252.7M
Non-Disc.$0
Employees36
Clients0
DateSep 2019
Total AUM$252.7M
Discretionary$252.7M
Non-Disc.$0
Employees36
Clients0
DateAug 2019
Total AUM$252.7M
Discretionary$252.7M
Non-Disc.$0
Employees36
Clients0
DateJul 2019
Total AUM$252.7M
Discretionary$252.7M
Non-Disc.$0
Employees36
Clients0
DateApr 2019
Total AUM$252.7M
Discretionary$252.7M
Non-Disc.$0
Employees36
Clients0
DateMar 2019
Total AUM$252.7M
Discretionary$252.7M
Non-Disc.$0
Employees36
Clients0
DateJan 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0