About Woodward Diversified Capital, LLC
WOODWARD DIVERSIFIED CAPITAL, LLC is a registered investment advisor (RIA) firm headquartered in Bakersfield, California. Founded in 2020, the firm is a family-owned practice with a history in finance dating back to 1972. WOODWARD DIVERSIFIED CAPITAL, LLC specializes in private equity, energy, real estate, and comprehensive wealth planning. With a team of five highly skilled professionals, the firm manages Assets Under Management (AUM) of $476.21 million. Tom Woodward, a partner, is recognized for being in the inaugural class of Certified Investment Management Analysts (CIMA) from the Wharton Business School in 1986. WOODWARD DIVERSIFIED CAPITAL, LLC is dedicated to understanding individual client priorities and providing tailored investment options and opportunities that align with personal objectives. They focus on identifying unique investment opportunities that complement traditional asset classes and capitalize on balance sheet opportunities. The firm operates with a commitment to serving and equipping investors one at a time, leveraging decades of experience in the financial industry.
Website: https://woodwarddiversifiedcapital.com/
Founded: 2020
Office Locations
- Bakersfield, CA (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $570.8M
Team Members
- Caleb Richmond, Affiliated Advisor
- Beau Woodward, Partner, Affiliated Advisor
- Thomas Woodward, Partner, Affiliated Advisor
- Gabriel Woodward, Partner, Affiliated Advisor