CRD: 146126
Womack Wealth Management, Inc.
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-08-2008
- Office Locations
- 4
Office Locations
About Womack Wealth Management, Inc.
Womack Wealth Management is an independent RIA providing advice to high-net-worth families, foundations, and business owners. The team delivers comprehensive financial/wealth planning with tax and estate planning coordination, plus portfolio construction and asset allocation using ETFs, mutual funds, fixed income, and select alternatives/real estate. Custody commonly at Schwab and Fidelity, with offices across Southern California and Albuquerque.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
SCOTT HANSON WOMACK
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2674468
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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TERRY WARREN EDWARDS
Vice President
- CRD
- #4778433
JACQUE GREGORY LEFORE
--
- CRD
- #2402769
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $393,190,106 | $663,052 |
| Non-Discretionary | $13,724,419 | $1,715,552 |
| Total | $406,914,525 | $677,062 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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