W
Wood Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,516,425
Clients
25
8% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
25
TypicalAverage account size
$340,657
About
Wood Wealth Management LLC provides ongoing portfolio management to individual and high‑net‑worth clients, preparing an Investment Policy Statement for each client and advising on mutual funds, equities, ETFs, fixed income and insurance products including annuities. The firm charges asset‑based advisory fees and performs regular portfolio monitoring with reports provided through the client custodian.
WWML’s investment approach combines fundamental analysis, modern portfolio theory and technical analysis with a long‑term trading orientation, and accounts are reviewed at least monthly. The firm manages client assets primarily on a non‑discretionary basis and does not accept authority to trade without client direction.
A noteworthy feature disclosed in the brochure is that the principal is a licensed insurance agent and may offer commissionable insurance and annuity products, a potential conflict of interest that the firm discloses to clients. The firm also reports all assets as non‑discretionary on its Form ADV, recommends Interactive Brokers as custodian, and may receive research or other soft‑dollar benefits from broker‑dealers.
Client services
Portfolio management
Expertise
Annuities
Fee options
$0 - $1,000,000: 1.75% $1,000,001 - $1,500,000: 1.50% $1,500,001+: 1.00%
Account minimum: $50,000 (may be waived in discretion) Fee-only: Asset-based fees only, no commissions or other fee types charged.
Main office location
Wood Wealth Management LLC
10100 North Central Expressway, Suite 333
Dallas TX 75231, United States
Number of offices
1
Most active in
Wood Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")