Woodson Wealth Management

Woodson Wealth Management (CRD# 309313) is a financial advisory firm headquartered in Ramona, CA. They manage $21,661,567 in 175 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
1672 Main Street, Ste E, Pmb 155, Ramona, CA 92065
https://www.linkedin.com/in/jamielima/
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    175
    ACCOUNTS
  • Average Account Value
    $123,780
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, NY, OR, TX

Financial Advisors at Woodson Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Jamie Lima, financial advisor Ramona CA
Jamie M. Lima
CRD#: 5138442
Ramona, CA

Jamie Lima (CRD# 5138442) is an Investment Advisor Representative working at Woodson Wealth Management in Ramona, CA and has over 17 years of experience in the finance industry.

2
Jason Lampert, financial advisor Forest Hills NY
Jason D. Lampert
CRD#: 6703446
Forest Hills, NY

Jason Lampert (CRD# 6703446) is an Investment Advisor Representative working at Woodson Wealth Management in Forest Hills, NY and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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