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Anthony Branca

Woodstock Wealth Management, INC.
35 Years of Experience
Woodstock, GA
1 DisclosureSells Insurance
View SEC Summary
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Anthony Branca is a registered investment advisor at Woodstock Wealth Management, INC., based in Woodstock, GA, with 35 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,586 clients with $730M in assets under management.

Woodstock Wealth Management, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,586 clients
Average Client Portfolio
$458K average
Assets Under Management
$726.6M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The annual fee for the Managed Account Program is negotiable and will not exceed 2.50%. The Performance Fee Program charges a standard 1% annual portfolio fee plus up to 20% performance fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

250 River Park North Drive, Woodstock, GA, 30188

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2017
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Anthony is the president of Branca Financial Group, LLC, which pays expenses for 1099 income received from insurance business and provides consulting services, dedicating minimal time. He is also the managing member of Branca Enterprises LLC, a website offering music, sports, history, and health products, spending minimal time, and sells non-security insurance as a sole proprietor, spending minimal time.

Employment History
Current Registrations
Woodstock Wealth Management, INC.
July 2018 - Present · 8 yrs 3 mos
Previous Registrations
Monmouth Capital Management LLCBroker
December 2021 - June 2022 · 6 mos
Woodstock Financial Group, INC.Broker
September 2008 - December 2019 · 11 yrs 3 mos
Woodstock Financial Group, INC.
September 2008 - March 2019 · 10 yrs 6 mos
Ic Advisory Services, INC.
June 2006 - October 2008 · 2 yrs 4 mos
The Investment Center, INC.Broker
December 2003 - October 2008 · 4 yrs 10 mos
The Investment Center, INC.
December 2003 - June 2006 · 2 yrs 6 mos
The Concord Equity Group, LLCBroker
June 2000 - December 2003 · 3 yrs 6 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
December 1999 - June 2000 · 6 mos
Atlantic Group Securities, INC.Broker
June 1997 - December 1999 · 2 yrs 6 mos
Rickel & Associates, INC.Broker
October 1994 - August 1997 · 2 yrs 10 mos
Halpert and Company, INC.Broker
December 1990 - September 1994 · 3 yrs 9 mos
State Registrations5 states
FLGANJPATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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