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- Custodian
- Altruist · Charles Schwab & Company · Interactive Brokers · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-21-2015
- Office Locations
- 1
Office Locations
About Womack Financial LLC
Womack Financial is an independent Dallas wealth management firm led by founder Josh Womack. The team builds custom, often ETF-based portfolios and integrates planning for variable income, inheritances, and charitable giving (including donor-advised funds). They also help clients diversify restricted stock from business acquisitions by working directly with transfer agents and can source/evaluate private investments such as real estate, VC, private equity, and direct debt.
Team overview
Insights
Accredited Investors
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOSHUA KEITH WOMACK
Advisor, Chief Compliance Officer, PRINCIPAL
- CRD
- #5729091
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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LAURA DIANNE CORDELL
Director Of Operations
- CRD
- #5582361
Madelyn Rose Murray
--
- CRD
- #8060413
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $164,669,645 | $296,168 |
| Non-Discretionary | $0 | -- |
| Total | $164,669,645 | $296,168 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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