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Building 2WOMACK WEALTH MANAGEMENT, INC.

Map pinMANHATTAN BEACH, CA
Phone310-684-3868
NotebookSEC #801-107413
Total AUM
$406.9M
Employees
7
Clients
200

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
904 MANHATTAN AVE, SUITE 9
MANHATTAN BEACH
CA 90266
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
310-684-3868
Other Offices
3

ReceiptFinancials

Total AUM
$406.9M
Accounts
601
Discretionary
$393.2M
Accounts
593
Non-Discretionary
$13.7M
Accounts
8

ContactClients

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Individual Clients
94
AUM
$26.6M
HNW Individual Clients
104
AUM
$372.5M
Pension/Profit Sharing Plan Clients
1
AUM
$7.8M
Corporation or Business Clients
1
AUM
$12K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOLANMNYTXWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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