|
⚲
|
| Wolman Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 133611 |
| SEC # | 801-119043 |
| CIK # | |
| AUM | $230.1 M (2025-07-29) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 310-234-1992 |
| Address | 4208 Overland Avenue Culver City, CA 90230 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 22.3 |
| (b) Individuals (high net worth individuals) | 43 | 156.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 46 | 51.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 263 | 230.1 |
| By Discretionary | ||
| Discretionary | 263 | 230.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 263 | 230.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 230.1 | |
| Total | 263 | 230.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ryan & Hoppe Investment Management LLC
✚
|
MN | 0.2 |
|
Iwealth Financial LLC
✚
|
MN | 0.2 |
|
Stolz & Associates PS
✚
|
WA | 0.2 |
|
International Private Wealth Advisors LLC
✚
|
CA | 0.2 |
|
Atlatl Advisers LLC
✚
|
WI | 0.2 |
|
KDT Advisors LLC
✚
|
NY | 0.2 |
|
Hansen & Associates Financial Group Inc
✚
|
CA | 0.2 |
|
Pinnacle West Asset Management Inc
✚
|
WY | 0.2 |
|
Hurley Capital LLC
✚
|
NY | 0.2 |
|
Westpark Wealth Advisors Inc
✚
|
TX | 0.2 |