# Womack Wealth Management, Inc.

> 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.

- CRD: 146126
- Filed as: WOMACK WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Manhattan Beach, CA
- Filing period: October 2026
- Form ADV filing dated: July 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146126
- AdvisorCensus page: https://advisorcensus.com/firm/womack-wealth-management-inc-manhattan-beach-ca-146126

## Quick answers

**How is Womack Wealth Management, Inc. compensated?**
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).

**Where is Womack Wealth Management, Inc. located?**
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).

**Is Womack Wealth Management, Inc. registered with the SEC or a state?**
Womack Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 146126.

**How much does Womack Wealth Management, Inc. manage?**
Womack Wealth Management, Inc. reports $406,914,525 in regulatory assets under management in its Form ADV filing dated July 8, 2026 (97% discretionary).

**How have Womack Wealth Management, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Womack Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (104); individuals (other than high net worth individuals) (94).

**Which custodians does Womack Wealth Management, Inc. use?**
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.

**Does Womack Wealth Management, Inc. report any disciplinary disclosures?**
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

**What changed in Womack Wealth Management, Inc.'s recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in OR.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $406,914,525
- Discretionary: $393,190,106
- Non-discretionary: $13,724,419

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 94 | $26,645,163 |
| High net worth individuals | 104 | $372,502,599 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $7,754,770 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $11,993 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 7 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, LA, NM, NY, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Albuquerque, NM
- Beverly Hills, CA
- Los Angeles, CA

### Websites listed on Form ADV (Item 1.I)
- womackwealthmanagement.com
- Facebook @WOMACKWEALTHMANAGEMENT
- LinkedIn @womack-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $234,873,444 | 8 | May 12, 2021 |
| October 2022 | $318,047,246 | 7 | September 2, 2022 |
| October 2023 | $305,892,975 | 7 | March 13, 2023 |
| October 2024 | $329,765,024 | 7 | August 26, 2024 |
| October 2025 | $362,053,396 | 7 | March 14, 2025 |
| October 2026 | $406,914,525 | 7 | July 8, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in OR.

### July 2026
- Employees performing advisory functions went from 5 to 7.

### December 2025
- Regulatory assets under management went from $362,053,396 to $402,592,001 (+11%).
- Registered or notice-filed in WA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Womack Wealth Management, Inc. (CRD 146126): Form ADV filing data as of October 2026.