WB FINANCIAL SERVICES, LLC

WB FINANCIAL SERVICES, LLC of WOODLAND HILLS, CA is an SEC-registered investment adviser (CRD 135438).

Registration

• CRD: 135438
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 135438 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search