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WOODWARD FINANCIAL ADVISORS, INC.

CHAPEL HILL, NC · CRD 150641 · IAPD ↗ · woodwardadvisors.com · 919-929-2495

$641.5MRegulatory AUM
7Advisory reps
10Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — WOODWARD FINANCIAL ADVISORS, INC. notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — WOODWARD FINANCIAL ADVISORS, INC. crossed $500M in regulatory AUM ($455.3M -> $511.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
April 2024 — WOODWARD FINANCIAL ADVISORS, INC. grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.