WWM Advisory provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year.
WWM Advisory reports 110 clients. They include 56 pension and profit-sharing plans, 38 high-net-worth individuals, and 16 individual clients. Of its assets, 95.1% ($266M across 296 accounts) are managed with discretion; $13.7M across 9 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 15% | 1% |
| High-net-worth individuals | 35% | 71% |
| Pension and profit-sharing plans | 51% | 28% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 16 | $2.86M | 1.0% | $179K |
| High-net-worth individuals | 38 | $199M | 71.1% | $5.24M |
| Pension and profit-sharing plans | 56 | $78.1M | 27.9% | $1.4M |
| Total | 110 | $280M | 100% | $2.55M |
- Clients
- 16
- Regulatory AUM
- $2.86M
- AUM share
- 1.0%
- Avg. per client
- $179K
- Clients
- 38
- Regulatory AUM
- $199M
- AUM share
- 71.1%
- Avg. per client
- $5.24M
- Clients
- 56
- Regulatory AUM
- $78.1M
- AUM share
- 27.9%
- Avg. per client
- $1.4M
Total
- Clients
- 110
- Regulatory AUM
- $280M
- AUM share
- 100%
- Avg. per client
- $2.55M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
WWM Advisory is paid through other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Jeffrey Wolman owns 75% or more of WWM Advisory. Jeffrey Wolman is CEO. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of WWM Advisory Inc.
Jeffrey Wolman
Control person · since October 1995
WWM Advisory’s regulatory assets grew from $211M (March 2021) to $280M (March 2026); clients rose from 58 to 110 and employees fell from 25 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $280M | 110 | 2 | 1 |
| Jul 2025July 2025 | $230M | 106 | 2 | 1 |
| Mar 2024March 2024 | $200M | 60 | 30 | 1 |
| Mar 2023March 2023 | $172M | 54 | 28 | 1 |
| Mar 2022March 2022 | $220M | 61 | 26 | 1 |
| Mar 2021March 2021 | $211M | 58 | 25 | 2 |
Besides its headquarters, WWM Advisory has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 4208 Overland Avenue, Culver CityHQ
Contact and registration details
- Legal name
- WWM Advisory Inc.
- Headquarters
- 4208 Overland Avenue, Culver City, CA 90230
- Website
- Not reported
- Phone
- 310-234-1992
- SEC file
- 801-119043
- Structure
- California corporation
- Fiscal year end
- December
WWM Advisory’s named custodians for separately managed accounts are Vanguard Marketing ($98.4M, 50%), Morgan Stanley ($58.1M, 29%) and Merrill Lynch, Pierce, Fenner & Smith ($41.4M, 21%). WWM Advisory has custody of $280M for 110 clients.
- Merrill Lynch, Pierce, Fenner & SmithMerrill Lynch, Pierce, Fenner & Smith Incorporated · New York, NY · $41.4M21%
- Vanguard MarketingVanguard Marketing Corporation · Malvern, PA · $98.4M50%
- Morgan StanleyMorgan Stanley Smith Barney LLC · Purchase, NY · $58.1M29%
At year end, WWM Advisory’s separately managed accounts were largely in funds (42%) and bonds (36%).
What the accounts hold
- Stocks16%
- Funds42%
- Bonds36%
- State and local bonds28%
- U.S. government and agency bonds7%
- Investment grade corporate bonds1%
- Cash5%
- Other1%
- Private debt funds, cryptocurrencies, and other investments.1%
How many clients does WWM Advisory have?
WWM Advisory has 110 clients and manages $280 million for them, as of March 2026. They include 56 pension and profit-sharing plans, 38 high-net-worth individuals, and 16 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026
What services does WWM Advisory offer?
WWM Advisory provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does WWM Advisory use?
WWM Advisory’s separately managed account assets are held at Vanguard Marketing Corporation (Malvern, PA), with $98.4M, Morgan Stanley Smith Barney LLC (Purchase, NY), with $58.1M and Merrill Lynch, Pierce, Fenner & Smith Incorporated (New York, NY), with $41.4M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026
How many financial advisors does WWM Advisory have?
WWM Advisory has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 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 WWM Advisory invest in?
At the end of its last fiscal year, WWM Advisory’s separately managed accounts held 42% registered funds (mutual funds, ETFs, BDCs), 28% state and local bonds, 16% exchange-traded equities, 7% U.S. government and agency bonds, 5% cash and equivalents, 1% investment grade corporate bonds and 1% other. The 1% other category is described as: Private Debt Funds, Cryptocurrencies, and Other Investments.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns WWM Advisory?
WWM Advisory’s direct owner is Jeffrey Wolman (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 March 2026
How does WWM Advisory get paid?
WWM Advisory is paid through other compensation. 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
How do I contact WWM Advisory?
WWM Advisory’s main office is at 4208 Overland Avenue, Culver City, CA 90230. Its phone number is 310-234-1992.