WOMACK WEALTH MANAGEMENT, INC.

RIASEC RegisteredEst. 2016

Total AUM

$407M

Discretionary

$393M

97% of AUM

Avg account

$677K

Accounts

601

Employees

Advisory reps

Firm details

Headquarters: MANHATTAN BEACH, California
CRD number: 146126
Registered since: March 18, 2016
Website: www.womackwealthmanagement.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI91.54%
Individuals6.55%
Pension & Profit Sharing Plans1.91%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Womack Wealth Management, Inc. is an independent, privately owned registered investment adviser formed as a corporation and SEC-registered in 2016. The firm serves individual and family clients and positions itself as a capital allocator that combines financial planning with discretionary and non‑discretionary portfolio management. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and selection of other advisers. Womack charges based on a percentage of assets under management and also uses hourly and fixed‑fee arrangements. The firm does not identify itself as an active ESG investor.