BAROLDI WOOD MANCE FINANCIAL ADVISORS, LLC

Overview

Baroldi Wood Mance Financial Advisors, LLC is a small, SEC‑registered independent advisory firm organized as an LLC and registered in 2021. The firm serves both individual and family clients as well as a limited institutional base, focusing on portfolio management for individuals and small businesses. The business is structured around an accountant/practice owner model and charges clients on a percentage of assets under management. Investment activity is tilted toward liquid public funds and mutual funds as the primary vehicle for client portfolios, but the firm also allocates to a range of third‑party alternative managers across private markets. All client relationships reported are managed on a non‑discretionary basis, which indicates the firm typically implements investment plans in collaboration with clients rather than exercising discretionary trading authority.

Assets & Accounts

Investments & Alternatives

Location & Offices