Woodridge Wealth Management, LLC

Woodridge Wealth Management, LLC (CRD# 226724) is a financial advisory firm headquartered in Santa Monica, CA. They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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 - 3 of 3 top financial advisors.
1
William R. Rassman
CRD#: 5549851
1541 Ocean Avenue, Suite 200, Santa Monica, CA 90401
93
Wealthminder
score

William Rassman (CRD# 5549851) is an Investment Advisor Representative working at Woodridge Wealth Management, LLC in Santa Monica, CA and has over 6 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
1541 Ocean Avenue, Suite 200, Santa Monica, CA 90401
81
Wealthminder
score

Roger Davis (CRD# 2320335) is an Investment Advisor Representative working at Woodridge Wealth Management, LLC in Santa Monica, CA and has over 23 years of experience in the finance industry.

3
Stuart D. Farber
CRD#: 2344683
12424 Wilshire Blvd 9th Floor, Los Angeles, CA 90025
81
Wealthminder
score

Stuart Farber (CRD# 2344683) is an Investment Advisor Representative working at Woodridge Wealth Management, LLC in Los Angeles, CA and has over 23 years of experience in the finance industry.

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