Beau
Woodward

Woodward Diversified Capital, LLC

CRD#3177273
Investment Advisor
in Bakersfield, CA

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About this Advisor

Beau Woodward is a financial advisor operating in Bakersfield, California who has 3 years of industry experience. Woodward is on the advisory team at Woodward Diversified Capital, LLC. Throughout their career, Woodward has worked at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Woodward Diversified Capital, LLC. Woodward has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in California and Texas. Woodward Diversified Capital, LLC is an advisory business that has its headquarters in Bakersfield, CA. It controls $476 million in assets among its 1,110 client accounts, making it one of the larger firms in the country by assets under management. The firm serves 11 charitable organizations. Of its 1,110 customer accounts, 25% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The business performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on the type of financial services. However, fee types billed by Woodward Diversified Capital, LLC can consist of any combination of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

5401 Business Park South #217
Bakersfield, CA 93309

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Woodward Diversified Capital, LLC Brokerage Details

Total Assets Under Management

$476,211,594

CA Average: $7,578,581,321
Total Number of Employees

5

CA Average: 43
Total Number of Accounts

1,110

CA Average: 3,727
Average Account Size

$429,019

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Beau Woodward Work History

Beau has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Woodward Diversified Capital, LLC

2016 - 2020 (4 years)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Beau Woodward to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Woodward Diversified Capital, LLC

Caleb Richmond
Bakersfield, CA
Thomas Woodward
Bakersfield, CA
Gabriel Woodward
Bakersfield, CA
Beau Woodward
Bakersfield, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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