← Tributary

WOODSTOCK WEALTH MANAGEMENT, INC.

WOODSTOCK, GA · CRD 283472 · IAPD ↗ · assetmanagementstrategiesllc.com · 800-279-4468

$726.6MRegulatory AUM
26Advisory reps
26Employees
2Clients
51-100Planning clients
0Private funds
35States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — WOODSTOCK WEALTH MANAGEMENT, INC. added office(s): 24 -> 25 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2026 — WOODSTOCK WEALTH MANAGEMENT, INC. reports 51-100 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
53
April 2025 — WOODSTOCK WEALTH MANAGEMENT, INC. added office(s): 23 -> 24 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
28
November 2024 — WOODSTOCK WEALTH MANAGEMENT, INC. changed its website from veritas-financial.com to assetmanagementstrategiesllc.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
November 2024 — WOODSTOCK WEALTH MANAGEMENT, INC. notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
April 2024 — WOODSTOCK WEALTH MANAGEMENT, INC. changed its website from fitzsimmonsfs.com to veritas-financial.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
April 2024 — WOODSTOCK WEALTH MANAGEMENT, INC. added office(s): 21 -> 24 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2024 — WOODSTOCK WEALTH MANAGEMENT, INC. reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2024 — WOODSTOCK WEALTH MANAGEMENT, INC. crossed $500M in regulatory AUM ($418.8M -> $511.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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