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WOMACK FINANCIAL LLC
CRD 174873 · SEC 801-130892
9850 N. CENTRAL EXPY, SUITE 230, DALLAS, TX, 75231, United States
Phone
214-843-0070
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$164.7M
Discretionary AUM
$164.7M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-21
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 80 | $23.9M |
| High net worth individuals | 60 | $131.2M |
| Pooled investment vehicles | 1 | $9.7M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD