Charles
Womack
Womack Wealth Management, Inc
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About this Advisor
Charles Womack is a financial advisor operating out of Manhattan Beach, California with a total of 11 years of industry experience. Womack is an employee of Womack Wealth Management, Inc. They have been with Womack Wealth Management, Inc for their whole career. Womack maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona, California, Louisiana, New Mexico and Texas. Womack Wealth Management, Inc is a registered investment business operating out of Manhattan Beach, CA. The company has offices in two locations and a total of seven employees. It manages $306 million in assets under management between its 519 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 519 client accounts, 48% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Womack Wealth Management, Inc provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services vary depending on the type of financial services offered. Fee types charged by Womack Wealth Management, Inc likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Womack Wealth Management, Inc Brokerage Details
$305,892,975
7
519
$589,389
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Charles Womack Work History
Charles has been registered as a financial advisor for 11 years.*
Womack Wealth Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Charles Womack to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Womack Wealth Management, Inc
Manhattan Beach, CA
Albuquerque, NM
Alburquerque, NM
Manhattan Beach, CA
Manhattan Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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