Cheryl Ann Costa
Investment adviser representative at Woodside Wealth Management
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$266.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Woodside Wealth Management LLCMay 2015 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (MA, ME, TX).
Woodside Wealth Management
Legal name: Woodside Wealth Management LLC
$266.6MAssets managed
110Clients
2Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5030307
- Firm CRD
- 175118