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ASHWOOD ADVISORS

MEDFIELD, MA · CRD 128811 · IAPD ↗ · geremiainvestments.com · (508) 359-9442

$126.9MRegulatory AUM
2Advisory reps
3Employees
2Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
July 2026 — ASHWOOD ADVISORS notice-filed in RI, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
May 2026 — ASHWOOD ADVISORS (MEDFIELD, MA) is newly SEC-registered with $126.9M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.