Womack Wealth Management, Inc.

Womack Wealth Management, Inc. (CRD# 146126) is a financial advisory firm headquartered in Manhattan Beach, CA. They manage $329,765,024 in 559 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    330
    MILLION
  • Total Number of Accounts
    559
    ACCOUNTS
  • Average Account Value
    $589,920
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, LA, NM, NY, TX

Financial Advisors at Womack Wealth Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Terry W. Edwards
CRD#: 4778433
6565 Americas Parkway Ne, Suite 200, Albuquerque, NM 87110

Terry Edwards (CRD# 4778433) is an Investment Advisor Representative working at Womack Wealth Management, Inc. in Albuquerque, NM and has over 19 years of experience in the finance industry.

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

Christopher Packard (CRD# 4141848) is an Investment Advisor Representative working at Womack Wealth Management, Inc. in Manhattan Beach, CA and has over 23 years of experience in the finance industry.

3
Robert S. Seltzer
CRD#: 6290073
1334 Park View Ave, Suite 350, Manhattan Beach, CA 90266

Robert Seltzer (CRD# 6290073) is an Investment Advisor Representative working at Womack Wealth Management, Inc. in Manhattan Beach, CA and has over 24 years of experience in the finance industry.

4
Charles H. Womack
CRD#: 471691
1334 Park View Ave, Suite 350, Manhattan Beach, CA 90266

Charles Womack (CRD# 471691) is an Investment Advisor Representative working at Womack Wealth Management, Inc. in Manhattan Beach, CA and has over 22 years of experience in the finance industry.

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

Scott Womack (CRD# 2674468) is an Investment Advisor Representative working at Womack Wealth Management, Inc. in Albuquerque, NM and has over 28 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.