# WB FINANCIAL SERVICES, LLC

WB FINANCIAL SERVICES, LLC of WOODLAND HILLS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 135438
- Type: SEC-registered investment adviser
- Location: 21031 VENTURA BOULEVARD, WOODLAND HILLS, CA, 91364
- Phone: (818) 598-6525
- Latest filing: 2026-03-17
- Clients: 2

## Business model

- Compensation: Other
- Clients served: Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/135438/brochure
- Similar advisers: https://search.stillhousedata.com/firm/135438/similar
- Related entities: https://search.stillhousedata.com/firm/135438/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/135438

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.