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WOMACK WEALTH MANAGEMENT, INC.

MANHATTAN BEACH, CA · CRD 146126 · IAPD ↗ · womackwealthmanagement.com · 310-684-3868

$406.9MRegulatory AUM
7Advisory reps
7Employees
0Clients
101-250Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — WOMACK WEALTH MANAGEMENT, INC. notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
July 2026 — WOMACK WEALTH MANAGEMENT, INC. grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
December 2025 — WOMACK WEALTH MANAGEMENT, INC. notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
September 2024 — WOMACK WEALTH MANAGEMENT, INC. added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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