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$280.1M Total AUM
$266.4M Disc. AUM
18.3% 3Y CAGR
2 Employees
110 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch · Morgan Stanley · Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-13-2011
- Office Locations
- 1
Office Locations
4208 Overland Avenue Culver City CA
About WWM Advisory Inc.
WWM Advisory Inc. is a Culver City-based RIA. The firm has been operating for 14 years. Managing $280.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch.
Team overview
-- AVG AGE
$140.1M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
J
JEFFREY CHARLES LLOYD WOLMAN
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Chief Legal Officer, Chief Operations Officer
- CRD
- #4895490
- Ownership
- 75% or more
Available
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Showing 1 of 1 owners & executives
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G
GARY LEVAND KARZ
--
- CRD
- #1611860
Available
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Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $266,398,797 | $899,996 |
| Non-Discretionary | $13,723,049 | $1,524,783 |
| Total | $280,121,846 | $918,432 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
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Available U.S. Government/Agency:
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Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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