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| Womack Wealth Management Inc
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| |
|---|---|
| CRD # | 146126 |
| SEC # | 801-107413 |
| CIK # | |
| AUM | $329.8 MM (2024-08-26) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 888-314-5554 |
| Address | 1334 Park View Ave, Suite 350 Manhattan Beach, CA 90266 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 93 | 25.4 |
| (b) Individuals (high net worth individuals) | 93 | 298.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 5.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 559 | 329.8 |
| By Discretionary | ||
| Discretionary | 555 | 324.2 |
| Non-Discretionary | 4 | 5.6 |
| Total | 559 | 329.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.8 | |
| United States Persons | 326.0 | |
| Total | 559 | 329.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Spielberger & Brooks Inc
✚
|
NY | 0.3 |
|
Yukon Wealth Management Inc
✚
|
KS | 0.3 |
|
Santori & Peters Inc
✚
|
PA | 0.3 |
|
Petix & Botte Company
✚
|
CA | 0.3 |
|
Green Alpha Advisors LLC
✚
|
CO | 0.3 |
|
Giverny Capital Advisors LLC
✚
|
NJ | 0.3 |
|
Kimery Wealth Management LLC
✚
|
TN | 0.3 |
|
Medallion Wealth Advisors LLC
✚
|
CT | 0.3 |
|
Investment Management Consultants
✚
|
NV | 0.3 |
|
Riverstone Advisors LLC
✚
|
TX | 0.3 |