CULVER CITY, CACRD 133611Latest ADV March 10, 2026
Wwm Advisory Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Culver City, CA. Its latest Form ADV filing, dated March 10, 2026, reports $280M in regulatory assets under management, 2 employees, and 305 accounts.
Assets Under Management
$280M
Employees
2
Offices
--
Total Clients
110
Primary office
CULVER CITY, CA
4208 OVERLAND AVENUE, CULVER CITY, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Other fee arrangements
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentPension Plans represent 50.9% of total clients.
Top client categories% of clientsClients
1
Pension Plans
50.9%
56
2
HNWI
34.5%
38
3
Individuals
14.5%
16
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$280Mas of March 10, 2026
Discretionary95.1%
$266M
95% of total RAUM95.1%
Non-discretionary4.9%
$14M
5% of total RAUM4.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$280M
Total Accounts305
10Y AUM Change+$89M (+46.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee55:1
10Y Employee Change-20 (-90.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.