{
  "crd_number": 146126,
  "slug": "womack-wealth-management-inc-manhattan-beach-ca-146126",
  "primary_business_name": "WOMACK WEALTH MANAGEMENT, INC.",
  "legal_name": "WOMACK WEALTH MANAGEMENT, INC.",
  "dbas": [],
  "city": "Manhattan Beach",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-03-18",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-07-08",
  "carried_forward": false,
  "raum_total": 406914525.0,
  "raum_discretionary": 393190106.0,
  "raum_non_discretionary": 13724419.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 7,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 26645163.0,
      "count": 94
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 7754770.0,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 372502599.0,
      "count": 104
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 11993.0,
      "count": null,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "LA",
    "NM",
    "NY",
    "OR",
    "TX",
    "WA"
  ],
  "websites": [
    "https://facebook.com/WOMACKWEALTHMANAGEMENT",
    "https://linkedin.com/company/womack-wealth-management",
    "https://womackwealthmanagement.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/146126",
  "city_as_filed": "MANHATTAN BEACH",
  "url": "https://advisorcensus.com/firm/womack-wealth-management-inc-manhattan-beach-ca-146126",
  "display_name": "Womack Wealth Management, Inc.",
  "summary": "Womack Wealth Management, Inc. is an SEC-registered investment advisory firm in Manhattan Beach, CA, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 8, 2026.",
  "citation": "AdvisorCensus. Womack Wealth Management, Inc. (CRD 146126): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is Womack Wealth Management, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Womack Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Womack Wealth Management, Inc. located?",
      "a": "Womack Wealth Management, Inc.'s principal office is in Manhattan Beach, CA, according to its Form ADV; the August 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Womack Wealth Management, Inc. registered with the SEC or a state?",
      "a": "Womack Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 146126."
    },
    {
      "q": "How much does Womack Wealth Management, Inc. manage?",
      "a": "Womack Wealth Management, Inc. reports $406,914,525 in regulatory assets under management in its Form ADV filing dated July 8, 2026 (97% discretionary)."
    },
    {
      "q": "How have Womack Wealth Management, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Womack Wealth Management, Inc.: Regulatory assets under management: $234,873,444 in the October 2021 data and $406,914,525 in the October 2026 data, up 73%. Total employees: 8 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Womack Wealth Management, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (104); individuals (other than high net worth individuals) (94)."
    },
    {
      "q": "Which custodians does Womack Wealth Management, Inc. use?",
      "a": "Womack Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Womack Wealth Management, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/146126"
    },
    {
      "q": "What changed in Womack Wealth Management, Inc.'s recent Form ADV filings?",
      "a": "In the August 2026 filing data: Registered or notice-filed in OR."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 234873444.0,
      "total_employees": 8,
      "filing_date": "2021-05-12"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 318047246.0,
      "total_employees": 7,
      "filing_date": "2022-09-02"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 305892975.0,
      "total_employees": 7,
      "filing_date": "2023-03-13"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 329765024.0,
      "total_employees": 7,
      "filing_date": "2024-08-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 362053396.0,
      "total_employees": 7,
      "filing_date": "2025-03-14"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 406914525.0,
      "total_employees": 7,
      "filing_date": "2026-07-08"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Registered or notice-filed in OR."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 7."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Regulatory assets under management went from $362,053,396 to $402,592,001 (+11%).",
        "Registered or notice-filed in WA."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/womack-wealth-management-inc-manhattan-beach-ca-146126.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 94,
      "fewer_than_5": false,
      "raum": 26645163.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 104,
      "fewer_than_5": false,
      "raum": 372502599.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 7754770.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 11993.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/146126",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}