Womack Wealth Management, Inc.

Womack Wealth Management, Inc. (CRD# 146126) is a financial advisory firm headquartered in Manhattan Beach, CA. They manage $113,252,696 in 86 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    113
    MILLION
  • Total Number of Accounts
    86
    ACCOUNTS
  • Average Account Value
    $1,316,892
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

CA, LA, NM, TX

Financial Advisors at Womack Wealth Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Timothy J. Nanson
CRD#: 2549456
9595 Wilshire Blvd Suite 900, Beverly Hills, CA 90212
96
Wealthminder
score

Timothy Nanson (CRD# 2549456) is an Investment Advisor Representative working at Womack Wealth Management, Inc. in Beverly Hills, CA and has over 21 years of experience in the finance industry. Timothy Nanson 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.

2
Robert S. Seltzer
CRD#: 6290073
1334 Park View Ave, Suite 350, Manhattan Beach, CA 90266
93
Wealthminder
score

Robert Seltzer (CRD# 6290073) is an Investment Advisor Representative working at Womack Wealth Management, Inc. in Manhattan Beach, CA and has over 16 years of experience in the finance industry.

3
Charles H. Womack
CRD#: 471691
1334 Park View Ave, Suite 350, Manhattan Beach, CA 90266
93
Wealthminder
score

Charles Womack (CRD# 471691) is an Investment Advisor Representative working at Womack Wealth Management, Inc. in Manhattan Beach, CA and has over 14 years of experience in the finance industry.

4
Jonathan W. Sweet
CRD#: 1925172
9595 Wilshire Blvd, Suite 900, Beverly Hills, CA 90212
81
Wealthminder
score

Jonathan Sweet (CRD# 1925172) is an Investment Advisor Representative working at Womack Wealth Management, Inc. in Beverly Hills, CA and has over 16 years of experience in the finance industry.

5
Scott H. Womack
CRD#: 2674468
Albuquerque, NM
73
Wealthminder
score

Scott Womack (CRD# 2674468) is an Investment Advisor Representative working at Womack Wealth Management, Inc. in Albuquerque, NM and has over 21 years of experience in the finance industry.

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