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WWM ADVISORY INC.
CRD 133611 · SEC 801-119043
4208 OVERLAND AVENUE, CULVER CITY, CA, 90230, United States
Phone
310-234-1992
Fax
310-234-1928
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$280.1M
Discretionary AUM
$266.4M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
NO SEPARATE FEE CHARGED.
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $2.9M |
| High net worth individuals | 38 | $199.1M |
| Pension/profit sharing plans | 56 | $78.1M |
States served
CA, NY
Official SEC filing: View on IAPD