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WOMACK FINANCIAL LLC

DALLAS, TX · CRD 174873 · IAPD ↗ · womackfinancial.com · 214-843-0070

$164.7MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
September 2024 — WOMACK FINANCIAL LLC (DALLAS, TX) is newly SEC-registered with $110.5M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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