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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WOODSIDE WEALTH MANAGEMENT

WOODSIDE WEALTH MANAGEMENT LLC, CRD 175118

SUDBURY, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3e445da8-ee74-5595-5fd5-ff6f04024cf3

Data as of Sep 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Feb 24, 2016 to Sep 1, 2026
23 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $267MItem 5.F on the latest filing (2026-09-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $266M
Private client RAUM: $267MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $133Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 401
Individual clients: 22
High net worth clients: 88
Custody, client assets: $89.7M
SEC number: 801-107353
CRD: 175118
Filings on the tape: 23
First filed: Feb 24, 2016
Latest filed: Sep 1, 2026
Organised: Limited Liability Company, MA
Website: woodsidewealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CHERYL ANN COSTA	Certified Financial Planner	SUDBURY, MA	11	21	2	no
Matthew William Costa	Certified Financial Planner	New York, NY \| SUDBURY, MA	10	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COSTA, CHERYL, ANN	MEMBER/CHIEF COMPLIANCE OFFICER	E	yes	12/2014	Feb 24, 2016	Mar 13, 2024
Costa, Matthew, William	SENIOR FINANCIAL ADVISOR	Na	yes	12/2014	Feb 4, 2023	Mar 13, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 18, 2026	$267M	$266M	4	2	0	n/a	n/a
2024	Mar 10, 2025	$226M	$226M	2	2	0	n/a	n/a
2023	Mar 13, 2024	$196M	$196M	3	2	1	n/a	n/a
2022	Feb 4, 2023	$171M	$171M	2	2	1	n/a	n/a
2021	Mar 1, 2022	$191M	$191M	3	3	2	n/a	n/a
2020	Mar 1, 2021	$168M	$167M	3	3	1	n/a	n/a
2019	Mar 23, 2020	$144M	$144M	3	3	1	n/a	n/a
2018	Mar 6, 2019	$122M	$122M	3	2	0	n/a	n/a
2017	Mar 14, 2018	$125M	$125M	2	2	0	n/a	n/a
2016	Feb 27, 2017	$115M	$115M	2	2	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$267M	$226M	18.0%	$171M	16.0%	4	2	0	0

Relationships

Registered with (3)

← Matthew William CostaAdvisorregistration: current employment
Jun 7, 2016 to presentfactForm ADV
← CHERYL ANN COSTAAdvisorregistration: current employment
May 13, 2015 to presentfactForm ADV
← Kevin HendersonAdvisorregistration: previous registration
Apr 30, 2019 to May 13, 2022factForm ADV

Controls (2)

← COSTA, CHERYL, ANNOwnerMEMBER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Feb 24, 2016 to Mar 13, 2024factForm ADV
← Costa, Matthew, WilliamOwnerSENIOR FINANCIAL ADVISOR, ownership code NA, individual
Feb 4, 2023 to Mar 13, 2024factForm ADV

Dated events

Occurred
Feb 4, 2023
Control person joined
William Matthew Costa (Senior Financial Advisor) appeared on Schedule A of Woodside Wealth Management
Form ADVobserved 5 days ago
Occurred
May 13, 2022
Advisor changed firm
Kevin Henderson left Woodside Wealth Management for The Financial Advisors, Llc (registered 2022-08-16)
Form ADVobserved 5 days ago
Occurred
Feb 24, 2016
First Form ADV filing
Woodside Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3e445da8-ee74-5595-5fd5-ff6f04024cf3
First observed: Feb 24, 2016
Last observed: Sep 1, 2026 19 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WOODSIDE WEALTH MANAGEMENT

WOODSIDE WEALTH MANAGEMENT LLC, CRD 175118

SUDBURY, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3e445da8-ee74-5595-5fd5-ff6f04024cf3

Data as of Sep 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:38 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CHERYL ANN COSTA

Certified Financial Planner

SUDBURY, MA

Matthew William Costa

Certified Financial Planner

New York, NY | SUDBURY, MA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COSTA, CHERYL, ANN

MEMBER/CHIEF COMPLIANCE OFFICER

yes

12/2014

Feb 24, 2016

Mar 13, 2024

Costa, Matthew, William

SENIOR FINANCIAL ADVISOR

yes

12/2014

Feb 4, 2023

Mar 13, 2024

City

State

Country

Employees

Also broker-dealer

NEW YORK

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$267M

$266M

n/a

2024

Mar 10, 2025

$226M

n/a

2023

Mar 13, 2024

$196M

n/a

2022

Feb 4, 2023

$171M

n/a

2021

Mar 1, 2022

$191M

n/a

2020

Mar 1, 2021

$168M

$167M

n/a

2019

Mar 23, 2020

$144M

n/a

2018

Mar 6, 2019

$122M

n/a

2017

Mar 14, 2018

$125M

n/a

2016

Feb 27, 2017

$115M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$267M

$226M

18.0%

$171M

16.0%