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| Happy Holidays!! thanks for using AUM13F!! |
| Womack Wealth Management Inc
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| CRD # | 146126 |
| SEC # | 801-107413 |
| CIK # | |
| AUM | $362.1 M (2025-03-14) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 888-314-5554 |
| Address | 904 Manhattan Ave, Suite 9 Manhattan Beach, CA 90266 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 96 | 25.8 |
| (b) Individuals (high net worth individuals) | 96 | 329.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 576 | 362.1 |
| By Discretionary | ||
| Discretionary | 568 | 350.6 |
| Non-Discretionary | 8 | 11.5 |
| Total | 576 | 362.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.7 | |
| United States Persons | 358.4 | |
| Total | 576 | 362.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Harbor Wealth Management LLC
✚
|
WI | 0.4 |
|
Capstone Wealth Management LLC
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|
AL | 0.4 |
|
MWM Group LLC
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|
NY | 0.4 |
|
Seaside Wealth Management Inc
✚
|
CA | 0.4 |
|
Transce3Nd LLC
✚
|
TX | 0.4 |
|
RFP Financial Group LLC
✚
|
GA | 0.4 |
|
Ferguson Shapiro LLC
✚
|
GA | 0.4 |
|
Three Seasons Wealth
✚
|
UT | 0.4 |
|
Saiph Capital LLC
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|
NJ | 0.4 |
|
Burford Brothers Inc
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|
TX | 0.4 |