WOODSTOCK WEALTH MANAGEMENT, INC.

CRD

283472

SEC file #

801-112663

EIN

—

DBA names

—

Economics

AUM

$726.6M

AUM band

$500M-$1B

AUM trajectory

'20 · $252.7M

'21 · $272.2M

'22 · $391.4M

'23 · $468.5M

'25 · $629.9M

'26 · $726.6M

'20'26

$252.7M → $726.6M▲ +188%

sec adv history

Client mix

Individuals Other	1,438
Individuals High Net Worth	116
Corporations	32

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 32 advisors

'21 · 27 advisors

'22 · 25 advisors

'23 · 26 advisors

'25 · 25 advisors

'26 · 26 advisors

'20'26

32 advisors → 26 advisors▼ -19%

sec adv history

Primary office

WOODSTOCK GA

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers

Fee basis

% of AUMHourly chargesFixed feesPerformance-based fees

Filings

Latest ADV filing

04/01/2026

assetmanagementstrategiesllc.com

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

WOODSTOCK HOLDINGS INC.

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

WOODSTOCK HOLDINGS INC.

BRANCA, ANTHONY, DOUGLAS

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

ASSETMANAGEMENTSTRATEGIESLLC.COM

Rdap Domain Creation Date

2012-01-20T21:49:53Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Registered

sec edgar

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.341

Soi Zip Pct 200k Plus

0.1169

Soi Zip Returns 200k Plus

4,010

Soi Zip Total AGI

3,645,773

Fdic Zip Total Deposits

23,819,565,000

Fdic Zip Branch Count

425

Fdic Zip Top Banks

Synovus Bank

Regions Bank

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (23)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade	4
Fidelity	2
State Street	1

adv brochure

Fdic Zip Branches Raw

Etowah BankCherokee County, GA

Etowah BankWoodstock, GA

Fdic Zip HHI

673.19

Fdic Zip Top Bank Share Pct

13.69

Fdic Zip Year

2025

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2027-01-20T21:49:53Z

Rdap Domain Last Changed

2026-01-05T09:33:42Z

Rdap Nameservers

Edns1.ultradns.bizEdns1.ultradns.comEdns1.ultradns.netEdns1.ultradns.org

Rdap Secure Dns Enabled

Rdap Status

Client Transfer Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	100,694
Returns	8,230

Stub 2

AGI	228,249
Returns	6,180

Stub 3

AGI	284,463
Returns	4,580

Soi Zip Total Business Income

104,209

Soi Zip Total Cap Gains

219,102

Soi Zip Total Dividends

66,966

Soi Zip Total Returns

34,310

Trust Company Affiliate