Woloz & Associates

Woloz & Associates (CRD# 137305) is a financial advisory firm headquartered in Los Angeles, CA. They manage $52,913,000 in 169 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Woloz & Associates
Showing 1 - 1 of 1 top financial advisors.
Melanie S. Woloz
CRD#: 715601
11500 Tennessee Ave, #104, Los Angeles, CA 90064

Melanie Woloz (CRD# 715601) is an Investment Advisor Representative working at Woloz & Associates in Los Angeles, CA and has over 21 years of experience in the finance industry. Melanie Woloz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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