Woodward Diversified Capital, LLC
Woodward Diversified Capital, LLC is an SEC-registered wealth manager in Bakersfield, CA with $609.8M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Woodward Diversified Capital, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306299, SEC 801-117741, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $609.8M (2026-03-19)
- Firm type
- Wealth Manager
- Location
- Bakersfield, CA
- Employees
- 6
- Clients
- 451
- CRD
- 306299
- Ownership
- WOODWARD, GABRIEL, THOMAS; WOODWARD, BEAU, THOMAS; WOODWARD, THOMAS, DORSEY
How much AUM does Woodward Diversified Capital, LLC have?
Woodward Diversified Capital, LLC reported $609.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Woodward Diversified Capital, LLC?
Disclosed owners and executives of Woodward Diversified Capital, LLC include WOODWARD, GABRIEL, THOMAS, WOODWARD, BEAU, THOMAS, WOODWARD, THOMAS, DORSEY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.