← Tributary

WOODWARD DIVERSIFIED CAPITAL, LLC

BAKERSFIELD, CA · CRD 306299 · IAPD ↗ · woodwarddiversifiedcapital.com · 661-498-7500

$609.7MRegulatory AUM
4Advisory reps
6Employees
0Clients
0Planning clients
12Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2024 — WOODWARD DIVERSIFIED CAPITAL, LLC crossed $500M in regulatory AUM ($476.2M -> $507.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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