Firm profile

WOMACK WEALTH MANAGEMENT, INC.

MANHATTAN BEACH, CACRD 146126Latest ADV March 13, 2026

Womack Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Manhattan Beach, CA. Its latest Form ADV filing, dated March 13, 2026, reports $407M in regulatory assets under management, 7 employees, 3 offices, and 601 accounts.

Assets Under Management
$407M
Employees
7
Offices
3 offices
Total Clients
198
Primary office
MANHATTAN BEACH, CA
904 MANHATTAN AVE, SUITE 9, MANHATTAN BEACH, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOScott H. Womack

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026

Client Coverage Demographics

Top client segmentHNWI represent 52.5% of total clients.
Top client categories% of clientsClients
1
HNWI
52.5%
104
2
Individuals
47.5%
94
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$407Mas of March 13, 2026
Discretionary96.6%
$393M
97% of total RAUM96.6%
Non-discretionary3.4%
$14M
3% of total RAUM3.4%
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$407M
Total Accounts601
10Y AUM Change+$282M (+224.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees7
Clients per Employee28:1
10Y Employee Change+1 (+16.7%)

* 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.