Womack Wealth Management, Inc.

Womack Wealth Management, Inc. (CRD# 146126) is a financial advisory firm headquartered in Manhattan Beach, CA. They manage $125,322,557 in 288 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    288
    ACCOUNTS
  • Average Account Value
    $435,148
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 - 6 of 6 top financial advisors.
1
Terry W. Edwards
CRD#: 4778433
1334 Park View Ave, Suite 350, Manhattan Beach, CA 90266
93
Wealthminder
score

Terry Edwards (CRD# 4778433) is an Investment Advisor Representative working at Womack Wealth Management, Inc. in Manhattan Beach, CA and has over 13 years of experience in the finance industry.

2
Christopher B. Packard
CRD#: 4141848
1334 Park View Ave, Suite 350, Manhattan Beach, CA 90266
93
Wealthminder
score

Christopher Packard (CRD# 4141848) is an Investment Advisor Representative working at Womack Wealth Management, Inc. in Manhattan Beach, CA and has over 17 years of experience in the finance industry.

3
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 18 years of experience in the finance industry.

4
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 16 years of experience in the finance industry.

5
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 17 years of experience in the finance industry.

6
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 22 years of experience in the finance industry.

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