WOMACK WEALTH MANAGEMENT, INC.

904 Manhattan Ave, Suite 9
Manhattan Beach, California 90266
Tel: 888-314-5554

About WOMACK WEALTH MANAGEMENT, INC.

WOMACK WEALTH MANAGEMENT, INC, formally registered with the SEC as WOMACK WEALTH MANAGEMENT, INC. The firm was established in 03/18/2016. They have over 4 offices throughout the country.

WOMACK WEALTH MANAGEMENT, INC. is a Manhattan Beach, California based Financial Planning firm with nearly $329,765,024 assets under management, offering retirement planning & investment advisory services to 559 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	146126
SEC#	801-107413
Assets Managed by Firm	$329,765,024
No. of Clients	559
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	559	$329,765,024
Individuals (other than high net worth individuals)	93	$25,359,459
High net worth individuals	93	$298,519,668
Pension and profit sharing plans	5	$5,885,897

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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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