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 registered investment adviser organized as a corporation and first registered with the SEC in 2016. The firm is owner-operated and serves individual and family clients, positioning itself as a fee-based advisory practice that charges a mix of asset-based fees, hourly fees and fixed fees. It describes itself as a capital allocator and offers financial planning, portfolio management for individuals and small businesses, pension consulting and selection of third-party advisers. The firm is not identified as an active ESG investor and is not flagged as a multi-state adviser in the source data. An accounting professional is listed among the firm's industry affiliations.