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Vanessa Friedman

She Wealth Advisors LLC

Agoura Hills, CA

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Current Employers
She Wealth Advisors Llc

5126 Clareton Dr. Ste. 206, Agoura Hills, CA 91301 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-22
  • CA RA
    APPROVED
    Since 2025-10-22

Branch Locations

5126 Clareton Dr. Ste. 206, Agoura Hills, CA 91301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rehab Solutions, Llc Dba Ergonomic Connection Woodland Hills CA 09/2003 12/2024
She Wealth Advisors, Llc Woodland Hills CA 01/2025 Present
Awaken Therapy Center Woodland Hills CA 05/2020 Present
She Wealth Advisors, Llc Woodland Hills CA 10/2025 Present
  • 09/2003 → 12/2024
    Rehab Solutions, Llc Dba Ergonomic Connection
    Woodland Hills, CA
  • 01/2025 → Present
    Woodland Hills, CA
  • 05/2020 → Present
    Awaken Therapy Center
    Woodland Hills, CA
  • 10/2025 → Present
    Woodland Hills, CA
Other Businesses

I am engaged in a non-investment-related business with Awaken Therapy Center, located at 21243 Ventura Blvd. #118, Woodland Hills, CA 91364. Awaken Therapy Center is a mental health services provider. I serve as an independent contractor providing administrative support and also act as a lessor, renting shared office space to this business and others. I began this relationship in 05/15/2020. I devote approximately 20 hours per month, with 1 hour occurring during securities trading hours a month. My duties include client coordination, billing, credentialing new therapists and coordinating office maintenance. I have no role in patient care or clinical matters. Vanessa Friedman is involved in non-investment business activities: including Educational coaching and training related to investment strategy, market behavior, and risk management. These services are educational in nature and do not constitute personalized investment advice. These services started January 2025, I spend 5-10 hours a week but they are not performed during trading hours. I also Maintains a legacy DBA, Ergonomic Connection, a closed ergonomic furniture company

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-21
  • S65 Uniform Investment Adviser Law Examination
    2025-05-21

View on SEC IAPD

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