Unclaimed Profile

William Clark Smith

WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC·RIDGELAND, Mississippi

Series 3, Series 7, Series 63, Series 6526 years registeredWOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC

800 WOODLANDS PKY, RIDGELAND, MS 39157CRD# 2108204Firm CRD# 114968

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Clark Smith · RIDGELAND, MS

Registration

CRD #2108204 · WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

AE WEALTH MANAGEMENT, LLC

Feb 2025 – present

FINANCIAL & TAX ARCHITECTS, LLC

May 2020 – Nov 2024

ST. LOUIS, MO

WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC

Aug 2006 – Nov 2015

RIDGELAND, MS

UBS FINANCIAL SERVICES INC.

Jun 2000 – Jul 2006

JACKSON, MS

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · June 30, 2000

Years registered · 26

Disclosure History

2022Financial·Final

2021Financial·Final

5 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ELEMENT WEALTH, LLC

CRD 114968 · SEC 801-61758

AUM

$550M

Regulatory assets under management

Employees

1,209 client accounts

Services offered by ELEMENT WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ELEMENT WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does William Clark Smith offer?

William Clark Smith specializes in Financial Planning, Investment Management. Contact their office in RIDGELAND, Mississippi for a consultation.

What are William Clark Smith's credentials?

William Clark Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Clark Smith located?

William Clark Smith is based in RIDGELAND, Mississippi, working with WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC. Their office serves clients in the RIDGELAND metropolitan area and surrounding communities.

How does William Clark Smith charge for services?

William Clark Smith's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC?

WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC has approximately 11 employees and manages $550M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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