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WOODSIDE WEALTH MANAGEMENT

SUDBURY, MA · CRD 175118 · IAPD ↗ · woodsidewealth.com · 508-655-0210

$266.6MRegulatory AUM
2Advisory reps
4Employees
2Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
October 2026 — WOODSIDE WEALTH MANAGEMENT moved its main office from FRAMINGHAM, MA to SUDBURY, MA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
65
April 2025 — WOODSIDE WEALTH MANAGEMENT now reports custody of client assets ($86.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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