WOODBRIDGE CAPITAL PARTNERS, LLC.

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
NAPA, California
CRD number
119456

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • WILLIAM LAPPAS

    PrincipalCRD 1666713

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth