Wolman Wealth Management Inc

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Assets, Funds, Holdings

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Wolman Wealth Management Inc
CRD #133611
SEC #801-119043
CIK #
AUM $199.9 MM (2024-03-14)
Employees 30 (3% Investors, 0% Brokers)
Phone310-234-1992
Address4208 Overland Avenue
Culver City, CA 90230
Source [IAPD]
Total AUM ($MM)
2502001501005002003201020172025
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
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WA 0.2
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MN 0.2
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Eltekon Advisors LLC
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IFS Group LLC
PA 0.2
Union Heritage Capital
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Constitution Capital LLC
CT 0.2
The Aranda Group Advisors LLC
PA 0.2
Schlindwein Associates LLC
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Next Level Wealth Planning LLC
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