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FIRM PROFILE
Overview
WOODBRIDGE CAPITAL PARTNERS, LLC. is located at 4223 Silverado Trail Suite 220, Napa, CA 94558. WOODBRIDGE CAPITAL PARTNERS, LLC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of WOODBRIDGE CAPITAL PARTNERS, LLC.’s clients are individuals and 0% of their clients are high net worth individuals. WOODBRIDGE CAPITAL PARTNERS, LLC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at WOODBRIDGE CAPITAL PARTNERS, LLC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access WOODBRIDGE CAPITAL PARTNERS, LLC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at WOODBRIDGE CAPITAL PARTNERS, LLC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for WOODBRIDGE CAPITAL PARTNERS, LLC. Comes From
Understanding the Statistics for WOODBRIDGE CAPITAL PARTNERS, LLC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
4223 Silverado Trail Suite 220, Napa, CA 94558
1806 West Kettleman Ln Suite 2, Lodi, CA 95242
(310) 713-1117
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| LAPPAS, WILLIAM, THOMAS | MANAGING MEMBER | 12/2001 | 1666713 |
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Advisor's working at WOODBRIDGE CAPITAL PARTNERS, LLC.
Kyle Kaleiluakiliopu Fukuchi
Noah Philip Alweiss
Tyler Schoettle
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