Company Overview
Company Name
Woodson Wealth Management
Address
1672 Main St, Ramona, CA, 92065, United States
Website
woodsonwm.comPhone
(858) 923-4500Approx. Annual Revenue
$1.8M
Employees
8
Established
2020
Google Reviews
5.0 (18 reviews)
About Woodson Wealth Management
Woodson Wealth Management is a financial planning and investment management firm based in Ramona, California. The company offers a range of services, including wealth management, estate planning, and divorce financial planning, to clients across the United States. Woodson Wealth Management's mission is to provide affordable, high-quality financial guidance to clients, regardless of their asset levels.
Business Profile
Read from the Woodson Wealth Management website on Oct 10, 2026. Hover an item to see the exact wording it came from.
Licenses, certifications & awards
- Registered Investment AdvisorIndustry certified
About the website
- Website quality (AI-assessed)
- 8/10 · Current news and insights from 2026; Detailed service descriptions and process; Clear contact and consultation scheduling options
- Footer copyright year
- 2026
Announcements
As stated on the Woodson Wealth Management website.
- New ownership“acquisition of Lighthouse Financial, marking the firm’s second Florida office”
Recent changes
What changed on the Woodson Wealth Management website and Google listing, as detected by Coldlytics on each visit.
New ownership announced
acquisition of Lighthouse Financial, marking the firm’s second Florida office
Coldlytics tracks changes like these across millions of businesses, so you can reach companies the moment they add a pixel, start hiring, or switch software.
Find companies by what just changed →More Companies in California
Browse all companies in California →
Frequently Asked Questions about Woodson Wealth Management
Categories
Technologies Used
'%20fill='%23CE1312'%3e%3cpath%20d='M219.044,391.269916%20L219.0425,377.687742%20L232.0115,384.502244%20L219.044,391.269916%20Z%20M247.52,375.334163%20C247.52,375.334163%20247.0505,372.003199%20245.612,370.536366%20C243.7865,368.610299%20241.7405,368.601235%20240.803,368.489448%20C234.086,368%20224.0105,368%20224.0105,368%20L223.9895,368%20C223.9895,368%20213.914,368%20207.197,368.489448%20C206.258,368.601235%20204.2135,368.610299%20202.3865,370.536366%20C200.948,372.003199%20200.48,375.334163%20200.48,375.334163%20C200.48,375.334163%20200,379.246723%20200,383.157773%20L200,386.82561%20C200,390.73817%20200.48,394.64922%20200.48,394.64922%20C200.48,394.64922%20200.948,397.980184%20202.3865,399.447016%20C204.2135,401.373084%20206.612,401.312658%20207.68,401.513574%20C211.52,401.885191%20224,402%20224,402%20C224,402%20234.086,401.984894%20240.803,401.495446%20C241.7405,401.382148%20243.7865,401.373084%20245.612,399.447016%20C247.0505,397.980184%20247.52,394.64922%20247.52,394.64922%20C247.52,394.64922%20248,390.73817%20248,386.82561%20L248,383.157773%20C248,379.246723%20247.52,375.334163%20247.52,375.334163%20L247.52,375.334163%20Z'%20id='Youtube'%3e%3c/path%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
Social Profiles
Key Decision Makers
Jamie Lima Founder