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Gabriel Thomas Woodward

Investment adviser representative at Woodward Diversified Capital, LLC
15 yearsExperience
2 statesRegistered in
$609.7MFirm assets
6 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

15 years in the industry.

  1. Woodward Diversified Capital, LLCMar 2020 to now
  2. Wells Fargo Clearing Services, LLCNov 2016 to Mar 2020
  3. Wells Fargo Advisors LLCJan 2011 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 65 · Uniform Investment Adviser Law2005

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Woodward Diversified Capital, LLC

$609.7MAssets managed
451Clients
4Advisers
6 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2820309
Firm CRD
306299
Advisor's SEC record (opens in a new tab)
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