CRD: 317002
Baroldi Wood Mance Financial Advisors, LLC
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- Custodian
- Charles Schwab & Company · John Hancock · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-15-2021
- Office Locations
- 1
Office Locations
About Baroldi Wood Mance Financial Advisors, LLC
Baroldi Wood Mance Financial Advisors is the wealth-management arm of a full-service CPA firm in Southern Orange County, providing accounting, tax and consulting alongside financial planning and asset management for privately held businesses, nonprofits and high-net-worth individuals. Investment implementation emphasizes public funds and ETFs, with Schwab among custodians. The firm highlights partner-led engagement and decades of technical experience.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
VINCENT CHARLES BAROLDI
Chief Compliance Officer, President
- CRD
- #4784970
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MICHAEL DEAN KING JR
--
- CRD
- #5391287
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $69,161,081 | $330,276 |
| Total | $69,161,081 | $330,276 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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