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WWM ADVISORY INC.

CULVER CITY, CA · CRD 133611 · IAPD ↗ · 310-234-1992

$280.1MRegulatory AUM
2Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

40
August 2025 — WWM ADVISORY INC. filed an Item 4A succession naming JEFFREY CHARLES LLOYD WOLMAN (CRD 133611) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
55
August 2025 — JEFFREY CHARLES LLOYD WOLMAN is now doing business as WWM ADVISORY INC..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
42
April 2025 — JEFFREY CHARLES LLOYD WOLMAN notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2025 — JEFFREY CHARLES LLOYD WOLMAN reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.