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| WWM Advisory Inc
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| CRD # | 133611 |
| SEC # | 801-119043 |
| CIK # | |
| AUM | 280.1 M (2026-03-10) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 310-234-1992 |
| Address | 4208 Overland Avenue Culver City, CA 90230 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/10/2026) [Brochure] |
|---|
Item 5 Fees and Compensation
FEES FOR ALL SERVICES
WWM Advisory Inc. does not charge fees for Portfolio Management, recommending Third-
Party Advisers, or Consulting Services, however the firm only provides services to clients of
Wolman Wealth Management Inc., which charges a monthly fee for unrelated business
management services. Fees are invoiced and sent to clients in arrears. Fees are determined
based on the nature of the services being provided and the complexity of each client’s
circumstances. All fees are agreed upon prior to entering into a separate contract with any
client and included in the engagement letter signed by the client and Wolman Wealth
Management Inc. Those fees are not negotiable.
ADDITIONAL INFORMATION ABOUT FEES
Termination of the Advisory Relationship: A client agreement may be canceled at any time, by
either party, for any reason as described in the firm’s engagement letter. Upon termination, any
and all undisputed fees and costs due to the Firm shall be paid within fifteen (15) business days
following your receipt of detailed notification of such outstanding fees and costs.
Mutual Fund Fees: All fees paid to WWM Advisory Inc. or Wolman Wealth Management
Inc. for investment advisory services are separate and distinct from the fees and expenses
charged by mutual funds and/or ETFs to their shareholders. These fees and expenses are
described in each fund's prospectus. These fees will generally include a management fee, other
fund expenses, and a possible distribution fee. If the fund also imposes sales charges, a client
may pay an initial or deferred sales charge. A client could invest in a mutual fund directly,
without our services. In that case, the client would not receive the services provided by our firm
which are designed, among other things, to assist the client in determining which mutual fund
or funds are most appropriate to each client's financial condition and objectives. Accordingly,
the client should review both the fees charged by the funds and our fees to fully understand the
total amount of fees to be paid by the client and to thereby evaluate the advisory services being
provided.
Separately Managed Account Fees: Clients who are referred to Third-Party Advisers and
separately managed account programs may be charged various program fees in addition to the
advisory fee charged by our firm. Client should reference the third-party managers disclosure
document for details of such fees.
Additional Fees and Expenses: In addition to our advisory fees, clients are also responsible for
WWM Advisory Inc.
the fees and expenses charged by custodians and imposed by broker dealers, including, but not
limited to, any transaction charges imposed by a broker dealer with which an independent
investment manager effects transactions for the client's account(s).
Please refer to the "Brokerage Practices" section (Item 12) of this Form ADV for additional
information.
ERISA Accounts: WWM Advisory Inc. is deemed to be a fiduciary to advisory clients that are
employee benefit plans or individual retirement accounts (IRAs) pursuant to the Employee
Retirement Income and Securities Act ("ERISA"), and regulations under the Internal Revenue
Code of 1986 (the "Code"), respectively. As such, our firm is subject to specific duties and
obligations under ERISA and the Internal Revenue Code that include among other things,
restrictions concerning certain forms of compensation. To avoid engaging in prohibited
transactions, WWM Advisory Inc. may only charge fees for investment advice about products
for which our firm and/or our related persons do not receive any commissions or 12b-1 fees, or
conversely, investment advice about products for which our firm and/or our related persons
receive commissions or 12b-1 fees, however, only when such fees are used to offset WWM
Advisory Inc.'s advisory fees.
Advisory Fees in General: Clients should note that similar advisory services may (or may not)
be available from other registered (or unregistered) investment advisers for similar or lower
fees.
Limited Prepayment of Fees: Under no circumstances do we require or solicit payment of fees
in excess of $1200 more than six months in advance of services rendered. |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/10/2026) [Brochure] |
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Item 7 Types of Clients
WWM Advisory Inc. does not impose a minimum account size and generally provides
advisory services to the following types of clients:
● Individuals (other than high net worth individuals)
● High net worth individuals
● Pension and profit sharing plans
WWM Advisory Inc. |
| AUM Breakdown | Accounts | AUM ($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 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
DBS Investment Advisers LLC
✚
|
MI | 280.2 M |
|
Farrow Financial Inc
✚
|
VT | 280.1 M |
|
Rockingstone Advisors LLC
✚
|
MA | 280.1 M |
|
Victus Captial Wealth LLC
✚
|
CA | 280.1 M |
|
Willow Creek Capital Management Inc
✚
|
MT | 280.0 M |
|
Conquis Financial LLC
✚
|
CA | 280.0 M |
|
ARG Private Wealth LLC
✚
|
OH | 280.0 M |
|
Perritt Capital Management Inc
✚
|
IL | 279.8 M |
|
Faith Investor Services LLC
✚
|
279.7 M | |
|
McBrearty Capital Management Inc
✚
|
TN | 279.7 M |