Fee-only adviser · Woodstock, GA
Woodstock Wealth Management, Inc.
Woodstock Wealth Management, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Woodstock, Georgia. On its latest Form ADV, filed April 1, 2026, it reports $727M in regulatory assets under management, 1,554 individual clients and 26 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 283472 · SEC file 801-112663 |
| Office | 250 River Park North Drive Woodstock, GA 30188 |
| Phone | (800) 279-4468 |
| Website | www.assetmanagementstrategiesllc.com |
| Regulatory assets under management | $727M |
| Individual clients | 1,438 non-high-net-worth, 116 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 26 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 1, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Woodstock
- Goodwin Investment Advisory $397M
- Financial Architects, LLC $199M
- Turner Wealth Advisory $90M
- Kanakaris and Associates $7.5M
- McAp Investment Management, LLC $169K
See all 6 fee-only advisers in Woodstock →
Nearby
- Canton 1 firm
- Milton 5 firms
- Alpharetta 22 firms
- Kennesaw 4 firms
- Roswell 6 firms
- Marietta 17 firms
- Sandy Springs 3 firms
- Dunwoody 1 firm
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