WOLMAN WEALTH MANAGEMENT, INC.
Legal name: JEFFREY CHARLES LLOYD WOLMAN
CRD #133611 SEC #801-119043 CULVER CITY, CA 310-234-1992
SEC Registered
Total AUM
$230.1M
Discretionary
$230.1M
Employees
2
Clients
101
Accounts
263
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $230.1M | $230.1M | $0 | 2 | 0 |
| Mar 2025 | $230.1M | $230.1M | $0 | 30 | 0 |
| Mar 2025 | $230.1M | $230.1M | $0 | 30 | 0 |
| Mar 2024 | $199.9M | $199.9M | $0 | 30 | 0 |
| Mar 2023 | $171.5M | $171.5M | $0 | 28 | 0 |
| Mar 2022 | $220.4M | $220.4M | $0 | 26 | 60 |
| Mar 2022 | $220.4M | $220.4M | $0 | 26 | 60 |
| Mar 2021 | $210.6M | $210.6M | $0 | 25 | 60 |
| Jul 2020 | $190.9M | $190.9M | $0 | 22 | 75 |
| Jul 2020 | $190.9M | $190.9M | $0 | 22 | 75 |
| Jun 2020 | $190.9M | $190.9M | $0 | 22 | 75 |
| Jun 2020 | $190.9M | $190.9M | $0 | 22 | 75 |
| Jun 2012 | $35M | $0 | $35M | 6 | 11 |
| May 2012 | $35M | $0 | $35M | 6 | 11 |
| Mar 2012 | $35M | $0 | $35M | 6 | 11 |
| Mar 2012 | $35M | $0 | $35M | 6 | 11 |
| Jan 2012 | $30M | $0 | $30M | 6 | 11 |
| Jan 2012 | $30M | $0 | $30M | 6 | 11 |
| Mar 2011 | $30M | $0 | $30M | 10 | -- |
| Mar 2009 | $30M | $0 | $30M | 10 | -- |
| Dec 2005 | $29M | $29M | $0 | 10 | -- |
| Sep 2005 | $10M | $10M | $0 | 10 | -- |
| Jan 2005 | $3M | $3M | $0 | 10 | -- |
DateJul 2025
Total AUM$230.1M
Discretionary$230.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$230.1M
Discretionary$230.1M
Non-Disc.$0
Employees30
Clients0
DateMar 2025
Total AUM$230.1M
Discretionary$230.1M
Non-Disc.$0
Employees30
Clients0
DateMar 2024
Total AUM$199.9M
Discretionary$199.9M
Non-Disc.$0
Employees30
Clients0
DateMar 2023
Total AUM$171.5M
Discretionary$171.5M
Non-Disc.$0
Employees28
Clients0
DateMar 2022
Total AUM$220.4M
Discretionary$220.4M
Non-Disc.$0
Employees26
Clients60
DateMar 2022
Total AUM$220.4M
Discretionary$220.4M
Non-Disc.$0
Employees26
Clients60
DateMar 2021
Total AUM$210.6M
Discretionary$210.6M
Non-Disc.$0
Employees25
Clients60
DateJul 2020
Total AUM$190.9M
Discretionary$190.9M
Non-Disc.$0
Employees22
Clients75
DateJul 2020
Total AUM$190.9M
Discretionary$190.9M
Non-Disc.$0
Employees22
Clients75
DateJun 2020
Total AUM$190.9M
Discretionary$190.9M
Non-Disc.$0
Employees22
Clients75
DateJun 2020
Total AUM$190.9M
Discretionary$190.9M
Non-Disc.$0
Employees22
Clients75
DateJun 2012
Total AUM$35M
Discretionary$0
Non-Disc.$35M
Employees6
Clients11
DateMay 2012
Total AUM$35M
Discretionary$0
Non-Disc.$35M
Employees6
Clients11
DateMar 2012
Total AUM$35M
Discretionary$0
Non-Disc.$35M
Employees6
Clients11
DateMar 2012
Total AUM$35M
Discretionary$0
Non-Disc.$35M
Employees6
Clients11
DateJan 2012
Total AUM$30M
Discretionary$0
Non-Disc.$30M
Employees6
Clients11
DateJan 2012
Total AUM$30M
Discretionary$0
Non-Disc.$30M
Employees6
Clients11
DateMar 2011
Total AUM$30M
Discretionary$0
Non-Disc.$30M
Employees10
Clients--
DateMar 2009
Total AUM$30M
Discretionary$0
Non-Disc.$30M
Employees10
Clients--
DateDec 2005
Total AUM$29M
Discretionary$29M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$10M
Discretionary$10M
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$3M
Discretionary$3M
Non-Disc.$0
Employees10
Clients--