|
⚲
|
| WWM Advisory Inc
✚
|
|
|---|---|
| CRD # | 133611 |
| SEC # | 801-119043 |
| CIK # | |
| AUM | $280.1 M (2026-03-10) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 310-234-1992 |
| Address | 4208 Overland Avenue Culver City, CA 90230 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 2.9 |
| (b) Individuals (high net worth individuals) | 38 | 199.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 56 | 78.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 305 | 280.1 |
| By Discretionary | ||
| Discretionary | 296 | 266.4 |
| Non-Discretionary | 9 | 13.7 |
| Total | 305 | 280.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 280.1 | |
| Total | 305 | 280.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
DBS Investment Advisers LLC
✚
|
MI | 0.3 |
|
Farrow Financial Inc
✚
|
VT | 0.3 |
|
Rockingstone Advisors LLC
✚
|
MA | 0.3 |
|
Victus Captial Wealth LLC
✚
|
CA | 0.3 |
|
Willow Creek Capital Management Inc
✚
|
MT | 0.3 |
|
Conquis Financial LLC
✚
|
CA | 0.3 |
|
ARG Private Wealth LLC
✚
|
OH | 0.3 |
|
Perritt Capital Management Inc
✚
|
IL | 0.3 |
|
Faith Investor Services LLC
✚
|
0.3 | |
|
McBrearty Capital Management Inc
✚
|
TN | 0.3 |