Womack Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, family office services, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Womack Wealth Management reports 198 clients. They include 104 high-net-worth individuals and 94 individual clients. Of its assets, 96.6% ($393M across 593 accounts) are managed with discretion; $13.7M across 8 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 47% | 7% |
| High-net-worth individuals | 53% | 92% |
| Pension and profit-sharing plans | Fewer than 5 | 2% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 94 | $26.6M | 6.5% | $283K |
| High-net-worth individuals | 104 | $373M | 91.5% | $3.58M |
| Pension and profit-sharing plans | Fewer than 5 | $7.75M | 1.9% | — |
| Corporations and other businesses | Fewer than 5 | $12K | 0.0% | — |
| Total | 198 | $407M | 100% | — |
- Clients
- 94
- Regulatory AUM
- $26.6M
- AUM share
- 6.5%
- Avg. per client
- $283K
- Clients
- 104
- Regulatory AUM
- $373M
- AUM share
- 91.5%
- Avg. per client
- $3.58M
- Clients
- Fewer than 5
- Regulatory AUM
- $7.75M
- AUM share
- 1.9%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $12K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 198
- Regulatory AUM
- $407M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Womack Wealth Management charges 0.30%–1.20% for its Investment management and consulting. The brochure does not state whether the rate is annual. The fee is billed in advance or in arrears, is negotiable and requires an account of at least $250,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning services
- Financial planning is a fixed one-time or ongoing flat fee, or hourly at $50 to $500 an hour depending on complexity and staff level.
Scott Womack owns 75% or more of Womack Wealth Management. The leadership team of Womack Wealth Management includes President Scott Womack. It has 7 employees.
Leadership
- Scott WomackPresident & Chief Compliance Officer
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Terry Warren Edwards
- Jacque Gregory Lefore
- Christopher Bryant Packard
- Charles Hanson Womack
- Scott Hanson Womack
Staff
- 7 employees
- 7 in advisory functions
- 5 state-registered reps
- Owns 75% or more of Womack Wealth Management, Inc.
Scott Womack
Control person · since January 2008
Womack Wealth Management’s regulatory assets grew 1.7× from $235M (May 2021) to $407M (July 2026); clients rose from 170 to 198 and employees fell from 8 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $407M | 198 | 7 | 4 |
| March 2025 | $362M | 192 | 7 | 4 |
| June 2024 | $330M | 191 | 7 | 3 |
| March 2023 | $306M | 187 | 7 | 3 |
| July 2022 | $275M | 171 | 7 | 3 |
| May 2021 | $235M | 170 | 8 | 3 |
Besides its headquarters, Womack Wealth Management has 3 offices, with 4 listed addresses in California and New Mexico.
California · 3 listed addresses
- 904 Manhattan Ave, Suite 9, Manhattan BeachHQ
- 9465 Wilshire BLVD, Beverly Hills
- 11835 W. Olympic BLVD, Los Angeles
New Mexico · 1 listed address
- 100 Sun Ave, Ne Suite 650, Albuquerque
Contact and registration details
- Legal name
- Womack Wealth Management, Inc.
- Headquarters
- 904 Manhattan Ave, Suite 9, Manhattan Beach, CA 90266
- Website
- womackwealthmanagement.com
- Phone
- 310-684-3868
- @womack-wealth-management
- SEC file
- 801-107413
- Founded
- 2008
- Structure
- New Mexico corporation
- Fiscal year end
- December
Womack Wealth Management uses Charles Schwab ($243M, 61%) and Fidelity ($157M, 39%) as custodians for its separately managed accounts. Womack Wealth Management has custody of client assets.
- FidelityNational Financial Services LLC · Boston, MA · $157M39%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $243M61%
At year end, Womack Wealth Management’s separately managed accounts were mostly in funds (80%).
What the accounts hold
- Stocks9%
- Funds80%
- Registered funds79%
- Pooled vehicles1%
- Bonds5%
- Cash4%
Filed values cover 98%. The neutral 2% gap has no reported category.
How many clients does Womack Wealth Management have?
Womack Wealth Management has 198 clients and manages $407 million for them, as of July 2026. They include 104 high-net-worth individuals and 94 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 8 July 2026
What services does Womack Wealth Management offer?
Womack Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, family office services, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Womack Wealth Management charge?
Womack Wealth Management charges 0.30%–1.20% for its Investment management and consulting. The brochure does not state whether the rate is annual. The fee is billed in advance or in arrears, is negotiable and requires an account of at least $250,000.
Source: ADV PART 2A, filed 18 June 2026
Which custodians does Womack Wealth Management use?
Womack Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $243M and National Financial Services LLC (Boston, MA), with $157M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 8 July 2026
How many financial advisors does Womack Wealth Management have?
Womack Wealth Management has 5 investment adviser representatives registered with state securities authorities, out of 7 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Womack Wealth Management invest in?
At the end of its last fiscal year, Womack Wealth Management’s separately managed accounts held 79% registered funds (mutual funds, ETFs, BDCs), 9% exchange-traded equities, 5% state and local bonds, 4% cash and equivalents and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Womack Wealth Management have a minimum investment?
Yes, Womack Wealth Management’s minimum account size for its Investment management and consulting is $250K.
Source: ADV PART 2A, filed 18 June 2026
Who owns Womack Wealth Management?
Womack Wealth Management’s direct owner is Scott Womack (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 8 July 2026
How does Womack Wealth Management get paid?
Womack Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Womack Wealth Management registered with the SEC?
Yes, Womack Wealth Management has been registered with the SEC as an investment adviser since 18 March 2016. Its CRD number is 146126 and its SEC file number is 801-107413.
Source: Form ADV Part 1A, Item 1, filed 8 July 2026; IAPD firm record
How do I contact Womack Wealth Management?
Womack Wealth Management’s main office is at 904 Manhattan Ave, Suite 9, Manhattan Beach, CA 90266. Its phone number is 310-684-3868. Its website is womackwealthmanagement.com.