Woodridge Wealth Management, LLC

Woodridge Wealth Management, LLC (CRD# 226724) is a financial advisory firm headquartered in Los Angeles, CA. They manage $38,000,000 in 78 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $487,179
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, MS

Financial Advisors at Woodridge Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
William R. Rassman
CRD#: 5549851
12424 Wilshire Blvd, 9th Floor, Los Angeles, CA 90025
96
Wealthminder
score

William Rassman (CRD# 5549851) is an Investment Advisor Representative working at Woodridge Wealth Management, LLC in Los Angeles, CA and has over 7 years of experience in the finance industry. William Rassman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Roger C. Davis
CRD#: 2320335
12424 Wilshire Blvd, 9th Floor, Los Angeles, CA 90025
81
Wealthminder
score

Roger Davis (CRD# 2320335) is an Investment Advisor Representative working at Woodridge Wealth Management, LLC in Los Angeles, CA and has over 25 years of experience in the finance industry.

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