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Senior Financial Advisor, Chief Operating Officer · Woodside Wealth Management

Matthew W. Costa

CRD 6661537 · Named on Form ADV at one SEC-registered adviser

At a glance

Woodside Wealth Management, an SEC-registered wealth manager based in Sudbury, MA with $267 million in regulatory assets, lists Matthew W. Costa on its Form ADV as Senior Financial Advisor, Chief Operating Officer, a control person.

Firms and roles

  • Woodside Wealth ManagementSenior Financial Advisor, Chief Operating OfficerWealth manager · Sudbury, MA · $267M in regulatory assets

AtlasMembers

Matthew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.