BAROLDI WOOD MANCE FINANCIAL ADVISORS, LLC

BAROLDI WOOD MANCE FINANCIAL ADVISORS, LLC of FOOTHILL RANCH, CA is an SEC-registered investment adviser (CRD 317002). Regulatory assets under management: $69.2M.

Registration

• CRD: 317002
• SEC file number: 801-122680
• Type: Registered investment adviser
• Location: 27442 PORTOLA PARKWAY, FOOTHILL RANCH, CA, 92610
• Phone: 949-472-9432
• Latest filing: 2026-02-10
• Regulatory AUM: $69.2M
• Non-discretionary AUM: $69.2M
• Clients: 2
• Accounts: 272

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 317002 on SEC IAPD (source of record)
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