RIA Intel›Advisers›California›BAROLDI WOOD MANCE FINANCIAL ADVISORS, LLC

BAROLDI WOOD MANCE FINANCIAL ADVISORS, LLC

Advisory

FOOTHILL RANCH, CA

Data as of Feb 10, 2026 · Source: SEC Form ADV

Rank in CA
#3,139
of 5,480 advisers by AUM
AUM CAGR, 3 year
0.0%
compound annual growth
Average account
$254K
across 272 accounts
AUM per adviser
$35M
2 advisers
Filing history
5
filings since 2021

Source: SEC Form ADV. Figures as filed Feb 10, 2026.

Total AUM
$69M
1-Year AUM Growth
—
3-Year CAGR
0.0%
Employees
2
Assets Under Management
Total AUM$69M
Discretionary AUM$0
Non-Discretionary AUM$69M
Discretionary %0%
Total Clients272
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record5
First FilingOct 12, 2021
Latest FilingFeb 10, 2026
Full AUM trend chart and 5 historical filings spanning 5+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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