findmyFA.app
The register of American financial advisors

Home / Firms / Woodstock Wealth Management, Inc.

Woodstock Wealth Management, Inc.

CRD 283472  ·  Woodstock, GA  ·  $726.6M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
283472
SEC number
801-112663
Firm type
RIA
Assets under management
$726.6M as of Apr 1, 2026
Website
www.assetmanagementstrategiesllc.com ↗
Phone
800-279-4468
Address
250 River Park North Drive, Woodstock, GA, 30188

Advisors at this firm

26 in our index · page 1 of 1

  • Ruth Ann BarriosCRD 2747022 · Sun City Center, FL
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Anthony Douglas BrancaCRD 1178639 · Woodstock, GA
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • William BrucknerCRD 5754875 · West Palm Beach, FL
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Ross Edwards BrunerCRD 1208249 · Scottsdale, AZ
    IA RegisteredRegistration inactive
  • Danny Lee ButcherCRD 5658438 · Nashville, TN
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Paul M CerratoCRD 5471327 · Hinsham, MA
    IA Registered
  • Nicholas Ray CasatelliCRD 6777433 · Houston, TX
    IA RegisteredRegistration inactive
  • Dawne Ann FerlandCRD 2893989 · Union, KY
    IA RegisteredBroker
    Disclosure event(s) on record
  • Scott Darren FesslerCRD 2689471 · East Rocaway, NY
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Patrick John FitzsimmonsCRD 1098965 · Cape Coral, FL
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Marybeth GarryCRD 1222808 · Springfield, NJ
    IA RegisteredRegistration inactive
  • Richard Alexander GirgisCRD 2281509 · Killington, VT
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • David Rich HallCRD 2408344 · Mountainside, NJ
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Jeffrey Jay HardestyCRD 730947 · Dawsonville, GA
    IA RegisteredRegistration inactive
  • Daniel Paul HerremaCRD 3242316 · Stuart, FL
    IA Registered
  • Richard JankusCRD 2534528 · Palm Beach Gardens, FL
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Max Edward LevineCRD 7371822 · Brookline, MA
    IA RegisteredRegistration inactive
  • Daniel Aaron MercerCRD 5467102 · Houston, TX
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Curtis Montgomery MinksCRD 2692128 · Lawrenceville, GA
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • David NetkinCRD 1044935 · Mountainside, NJ
    IA RegisteredBroker
    Disclosure event(s) on record
  • Marjorie NetkinCRD 1192921 · Mountainside, NJ
    IA RegisteredBroker
  • Michael A PiccoliCRD 5628378 · West Palm Beach, FL
    IA RegisteredRegistration inactive
  • William Jasper RaikeCRD 1502298 · Woodstock, GA
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Nile Joseph SteigerwaldCRD 2004452 · Saratoga Springs, NY
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Christopher Scott TomolonisCRD 4539371 · Jersey City, NJ
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Parker Josiah TroutnerCRD 6685136 · Willis, TX
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
1–26 of 26

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 283472 ↗ FINRA BrokerCheck record for firm CRD 283472 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.