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They include 1,438 individual clients, 116 high-net-worth individuals, and 32 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 1 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Woodstock Wealth Management offer?","answer":"Woodstock Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Woodstock Wealth Management use?","answer":"Woodstock Wealth Management’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $727M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Woodstock Wealth Management have?","answer":"Woodstock Wealth Management has 26 investment adviser representatives registered with state securities authorities, out of 26 employees, and 26 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 22 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Woodstock Wealth Management invest in?","answer":"At the end of its last fiscal year, Woodstock Wealth Management’s separately managed accounts held 44% exchange-traded equities, 30% cash and equivalents, 22% registered funds (mutual funds, ETFs, BDCs), 2% U.S. government and agency bonds and 2% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Woodstock Wealth Management?","answer":"Woodstock Wealth Management’s direct owner is Woodstock Holdings Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 1 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Woodstock Wealth Management get paid?","answer":"Woodstock Wealth Management is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Woodstock Wealth Management?","answer":"Woodstock Wealth Management’s main office is at 250 River Park North Drive, Woodstock, GA 30188. Its phone number is 800-279-4468.","source":"Form ADV Part 1A, Item 1.F, filed 1 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}