Woodgreen Advisory, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,188,572
Clients
10
40% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$2,218,857
About
WoodGreen Advisory provides investment advisory services to individuals, high‑net‑worth clients, trusts and estates, and small business entities, offering asset allocation guidance, investment policy development, manager and product selection, and ongoing portfolio monitoring. The firm reports managing roughly $22.2 million in advisory assets across a small number of client relationships.
The firm uses fundamental and strategic analysis with an emphasis on asset allocation and long‑term planning, generally implementing strategies under discretionary authority. It will accept non‑discretionary accounts on a limited, accommodation basis and conducts account reviews at least annually.
Notably, the firm’s owner is licensed as an insurance agent and operates an affiliated entity through which insurance commissions may be received; this insurance affiliation is relatively uncommon among independent advisory firms and is disclosed as a potential conflict of interest, with clients under no obligation to purchase products through the affiliate. The brochure also discloses that the firm may receive a portion of fees when clients engage third‑party managers; the firm does not custody client assets and does not vote proxies on clients’ behalf.
Client services
Portfolio management
Selection of other advisers
Expertise
Wealth management
Main office location
Woodgreen Advisory, LLC
Matthews NC, United States
Number of offices
1
Most active in
Woodgreen Advisory, LLC has reported serving >5 clients in these states in the last 12 months.
North Carolina
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.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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