WOODBRIDGE CAPITAL PARTNERS, LLC.
Firm details
- Headquarters
- NAPA, California
- CRD number
- 119456
- Website
- woodbridgecp.com
Firm profile
FINTRXOverview
Woodbridge Capital Partners, LLC operates as a limited liability company focused on various financial product sales. While the firm is classified as unclassified and does not serve as a capital allocator, it engages in activities typical of a financial services provider. The firm does not actively pursue ESG investments and is not registered as a multi-state adviser or pension consultant. Its business activities include being a salesperson for other financial products, which indicates a focus on a diverse range of financial services rather than traditional advisory roles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1WILLIAM LAPPAS
PrincipalCRD 1666713
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NAPA, CA
NAPA
Location
NAPA, CA
Headquartered in NAPA, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- NAPA
- Address
- 4223 Silverado Trl
- Time zone
- PT (UTC-8)
- Office locations
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