Woodmont Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary portfolio management and financial planning and consulting services to individuals and high‑net‑worth individuals, offering both comprehensive financial plans and topic‑specific consultations. It follows a percentage‑of‑assets fee model and does not require a minimum account size, but the brochure reports that the firm currently has no assets under management and no clients.
Investment decisions are implemented on a discretionary basis and tailored to client objectives, using methods that include fundamental, technical, charting, and cyclical analysis and permitting client‑imposed restrictions; strategies may include both long‑ and short‑term purchases. Operationally, the firm’s sole owner acts as the primary adviser and quarterly account reviews are performed, the firm recommends a particular custodian for custody and execution, and it does not aggregate trades across client accounts.
Distinctive features relative to peers include the firm’s recent establishment (2026) and its reporting of zero AUM and no clients despite offering ongoing advisory services, indicating an early‑stage practice. The principal maintains a separate outside business activity that occupies a portion of time but is disclosed as having no client crossover, and the brochure discloses potential conflicts tied to custodial soft‑dollar benefits and referral relationships as well as a policy that the firm will not vote client proxies.
Client services
Expertise
Fee options
1% annually
$150 per hour for financial planning
Fee-only: $150 per hour for financial planning
Main office
Huntingdon Valley PA
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Woodmont Wealth Management, LLC · Woodmont Wealth Management, LLC`
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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 helps you compare advisors clearly, so you can choose with confidence.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)