{
  "crd_number": 133611,
  "slug": "wwm-advisory-inc-culver-city-ca-133611",
  "primary_business_name": "WWM ADVISORY INC.",
  "legal_name": "WWM ADVISORY INC.",
  "dbas": [],
  "city": "Culver City",
  "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": "2020-07-30",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-03-10",
  "carried_forward": false,
  "raum_total": 280121846.0,
  "raum_discretionary": 266398797.0,
  "raum_non_discretionary": 13723049.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 2862064.0,
      "count": 16
    },
    "pension_profit_sharing": {
      "raum": 78145404.0,
      "count": 56
    },
    "high_net_worth_individuals": {
      "raum": 199114378.0,
      "count": 38
    }
  },
  "compensation_types": [
    "other"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "NY"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/133611",
  "city_as_filed": "CULVER CITY",
  "url": "https://advisorcensus.com/firm/wwm-advisory-inc-culver-city-ca-133611",
  "display_name": "WWM Advisory Inc.",
  "summary": "WWM Advisory Inc. is an SEC-registered investment advisory firm in Culver City, CA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.",
  "citation": "AdvisorCensus. WWM Advisory Inc. (CRD 133611): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is WWM Advisory Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), WWM Advisory Inc. reports these compensation arrangements: other."
    },
    {
      "q": "Where is WWM Advisory Inc. located?",
      "a": "WWM Advisory Inc.'s principal office is in Culver City, CA, according to its Form ADV."
    },
    {
      "q": "Is WWM Advisory Inc. registered with the SEC or a state?",
      "a": "WWM Advisory Inc. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 133611."
    },
    {
      "q": "How much does WWM Advisory Inc. manage?",
      "a": "WWM Advisory Inc. reports $280,121,846 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (95% discretionary)."
    },
    {
      "q": "How have WWM Advisory Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for WWM Advisory Inc.: Regulatory assets under management: $210,577,693 in the October 2021 data and $280,121,846 in the October 2026 data, up 33%. Total employees: 25 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does WWM Advisory Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (56); high net worth individuals (38); individuals (other than high net worth individuals) (16)."
    },
    {
      "q": "Which custodians does WWM Advisory Inc. use?",
      "a": "WWM Advisory Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley and Vanguard Marketing Corporation as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does WWM Advisory 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/133611"
    },
    {
      "q": "Does WWM Advisory Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 10, 2026 says: \"WWM Advisory Inc. does not impose a minimum account size and generally provides\""
    },
    {
      "q": "What changed in WWM Advisory Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $230,072,645 to $280,121,846 (+22%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 210577693.0,
      "total_employees": 25,
      "filing_date": "2021-03-04"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 220396968.0,
      "total_employees": 26,
      "filing_date": "2022-03-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 171520117.0,
      "total_employees": 28,
      "filing_date": "2023-03-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 199913230.0,
      "total_employees": 30,
      "filing_date": "2024-03-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 230072645.0,
      "total_employees": 2,
      "filing_date": "2025-07-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 280121846.0,
      "total_employees": 2,
      "filing_date": "2026-03-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $230,072,645 to $280,121,846 (+22%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 10, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "WWM Advisory Inc. does not impose a minimum account size and generally provides"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "WWM Advisory Inc. does not impose a minimum account size and generally provides"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Merrill Lynch, Pierce, Fenner & Smith Incorporated",
      "name_as_filed": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED",
      "affiliated": false
    },
    {
      "name": "Morgan Stanley",
      "name_as_filed": "MORGAN STANLEY",
      "affiliated": false
    },
    {
      "name": "Vanguard Marketing Corporation",
      "name_as_filed": "VANGUARD MARKETING CORPORATION",
      "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/wwm-advisory-inc-culver-city-ca-133611.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 16,
      "fewer_than_5": false,
      "raum": 2862064.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 38,
      "fewer_than_5": false,
      "raum": 199114378.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 56,
      "fewer_than_5": false,
      "raum": 78145404.0
    }
  ],
  "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/133611",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}