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Wolman Wealth Management Inc
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CRD # | 133611 |
SEC # | 801-119043 |
CIK # | |
AUM | $199.9 MM (2024-03-14) |
Employees | 30 (3% Investors, 0% Brokers) |
Phone | 310-234-1992 |
Address | 4208 Overland Avenue Culver City, CA 90230 |
Source | [IAPD] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 20 | 9.6 |
(b) Individuals (high net worth individuals) | 40 | 190.4 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 250 | 199.9 |
By Discretionary | ||
Discretionary | 250 | 199.9 |
Non-Discretionary | 0 | 0.0 |
Total | 250 | 199.9 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 199.9 | |
Total | 250 | 199.9 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Great Northern Asset Management LLC
✚
|
WA | 0.2 |
True Vision MN LLC
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|
MN | 0.2 |
Firstrust LLC
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|
FL | 0.2 |
Eltekon Advisors LLC
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|
TX | 0.2 |
IFS Group LLC
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|
PA | 0.2 |
Union Heritage Capital
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|
MI | 0.2 |
Constitution Capital LLC
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|
CT | 0.2 |
The Aranda Group Advisors LLC
✚
|
PA | 0.2 |
Schlindwein Associates LLC
✚
|
TX | 0.2 |
Next Level Wealth Planning LLC
✚
|
ID | 0.2 |