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BAROLDI WOOD MANCE FINANCIAL ADVISORS, LLC
CRD 317002 · SEC 801-122680
27442 PORTOLA PARKWAY, SUITE 155, FOOTHILL RANCH, CA, 92610, United States
Phone
949-472-9432
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$69.2M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 204 | $10.7M |
| High net worth individuals | 45 | $33.6M |
| Pension/profit sharing plans | 23 | $24.9M |
All web addresses on file
Official SEC filing: View on IAPD