Scott
Womack

Womack Wealth Management, Inc

CRD#2674468
Investment Advisor
in Alburquerque, NM

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About this Advisor

Scott Womack is a financial advisor based in Albuquerque, New Mexico, working with Womack Wealth Management, Inc. Scott has previously held a position at Womack Wealth Management, Inc. Scott has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, New Mexico, and Texas. Currently, Scott is part of Womack Wealth Management, Inc, which operates out of Albuquerque, New Mexico. The firm has 2 offices and 7 employees. The firm manages assets totaling $329.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Womack Wealth Management, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Alburquerque, NM

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Womack Wealth Management, Inc Brokerage Details

Total Assets Under Management

$329,765,024

NM Average: $7,578,581,321
Total Number of Employees

7

NM Average: 43
Total Number of Accounts

559

NM Average: 3,727
Average Account Size

$589,920

NM Average: $2,033,427

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

Scott Womack Work History

2008 - Present (16 years)

Womack Wealth Management, Inc

Disclosures

Please visit the SEC profile of Scott 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

Christopher Packard
Manhattan Beach, CA
Charles Womack
Manhattan Beach, CA
Terry Edwards
Albuquerque, NM
Scott Womack
Alburquerque, NM
Robert Seltzer
Manhattan Beach, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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