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WOMACK WEALTH MANAGEMENT, INC.
CRD 146126 · SEC 801-107413
904 MANHATTAN AVE, SUITE 9, MANHATTAN BEACH, CA, 90266, United States
Phone
310-684-3868
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$406.9M
Discretionary AUM
$393.2M
Team
7 total employees; 7 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 94 | $26.6M |
| High net worth individuals | 104 | $372.5M |
States served
AZ, CA, CO, LA, NM, NY, WA, TX
All web addresses on file
Official SEC filing: View on IAPD