Wood Wealth Group, LLC

Public-record details

Address

529 Main Street, Suite P200, Charlestown, MA 02129

Phone

(617) 546-9949

Listed under

Financial planning, Flat / fixed fees, % of assets managed

CRD number

327286

Registration

State registered: FL, MA, MD, MI, NH, RI, VT, WY

Compensation (Form ADV 5.E)

Percentage of assets under management; Fixed fees; Other (Insurance Commissions)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses

Regulatory assets under management

$56.3 million

Accounts managed

373

Clients reported (Form ADV 5.D)

373

Individual / high-net-worth clients

359 / 14

Employees

6

Other business activities (Form ADV 6.A)

Also active as: insurance broker or agent

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-07-10

State registered (FL, MA, MD…) investment adviser, CRD 327286, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 327286 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.