Woodbridge Capital Partners, LLC

Woodbridge Capital Partners, LLC (CRD# 119456) is a financial advisory firm headquartered in Santa Monica, CA. They manage $18,000,000 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $1,200,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Woodbridge Capital Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William T. Lappas
CRD#: 1666713
2400 Broadway, Suite 220, Santa Monica, CA 90404
58
Wealthminder
score

William Lappas (CRD# 1666713) is an Investment Advisor Representative working at Woodbridge Capital Partners, LLC in Santa Monica, CA and has over 29 years of experience in the finance industry.

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