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WB FINANCIAL SERVICES, LLC
CRD 135438
21031 VENTURA BOULEVARD, SUITE 1000, WOODLAND HILLS, CA, 91364, United States
Phone
(818) 598-6525
Fax
(818) 598-6535
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
2 total employees; 1 advisory reps; 44 broker-dealer reps
Clients
0
Fees
REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
REFERRALS TO OTHER INVESTMENT ADVISERS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $0 |
| High net worth individuals | 40 | $0 |
Official SEC filing: View on IAPD