# WWM Advisory Inc.

> 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.

- CRD: 133611
- Filed as: WWM ADVISORY INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Culver City, CA
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/133611
- AdvisorCensus page: https://advisorcensus.com/firm/wwm-advisory-inc-culver-city-ca-133611

## Quick answers

**How is WWM Advisory Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), WWM Advisory Inc. reports these compensation arrangements: other.

**Where is WWM Advisory Inc. located?**
WWM Advisory Inc.'s principal office is in Culver City, CA, according to its Form ADV.

**Is WWM Advisory Inc. registered with the SEC or a state?**
WWM Advisory Inc. is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 133611.

**How much does WWM Advisory Inc. manage?**
WWM Advisory Inc. reports $280,121,846 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (95% discretionary).

**How have WWM Advisory Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does WWM Advisory Inc. serve?**
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).

**Which custodians does WWM Advisory Inc. use?**
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.

**Does WWM Advisory 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/133611

**Does WWM Advisory Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 10, 2026 says: "WWM Advisory Inc. does not impose a minimum account size and generally provides"

**What changed in WWM Advisory Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $230,072,645 to $280,121,846 (+22%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Account minimum: None

> WWM Advisory Inc. does not impose a minimum account size and generally provides

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Morgan Stanley
- Vanguard Marketing Corporation

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: $280,121,846
- Discretionary: $266,398,797
- Non-discretionary: $13,723,049

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $2,862,064 |
| High net worth individuals | 38 | $199,114,378 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 56 | $78,145,404 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $210,577,693 | 25 | March 4, 2021 |
| October 2022 | $220,396,968 | 26 | March 21, 2022 |
| October 2023 | $171,520,117 | 28 | March 15, 2023 |
| October 2024 | $199,913,230 | 30 | March 14, 2024 |
| October 2025 | $230,072,645 | 2 | July 29, 2025 |
| October 2026 | $280,121,846 | 2 | March 10, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $230,072,645 to $280,121,846 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. WWM Advisory Inc. (CRD 133611): Form ADV filing data as of October 2026.