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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 29, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WOLMAN, JEFFREY, C.L. | I | PRESIDENT/CEO | E | Control |
| WOLMAN, JEFFREY, CHARLES LLOYD | I | PRESIDENT/CEO/CCO | E | Control |
| WOLMAN, JEFFREY, CHARLES LLOYD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WOLMAN, JEFFREY, CHARLES LLOYD | I | PRESIDENT/CEO/CCO | E | Control |
| WOLMAN, JEFFREY, CHARLES LLOYD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WOLMAN, JEFFREY, CHARLES LLOYD | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WOLMAN, JEFFREY, CHARLES LLOYD | I | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, CHIEF LEGAL OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, DIREC | E | Control |
| WOLMAN, JEFFREY, CHARLES LLOYD | I | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, CHIEF LEGAL OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, DIREC | E | Control |
| WOLMAN, JEFFREY, CHARLES LLOYD | I | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, CHIEF LEGAL OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, DIREC | E | Control |
| WOLMAN, JEFFREY, CHARLES LLOYD | I | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, CHIEF LEGAL OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, DIREC | E | Control |
| WOLMAN, JEFFREY, CHARLES LLOYD | I | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, CHIEF LEGAL OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, DIREC | E | Control |
| WOLMAN, JEFFREY, CHARLES LLOYD | I | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, CHIEF LEGAL OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, DIREC | E | Control |
| WOLMAN, JEFFREY, CHARLES LLOYD | I | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, CHIEF LEGAL OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, DIREC | E | Control |
| WOLMAN, JEFFREY, CHARLES LLOYD | I | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, CHIEF LEGAL OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, DIREC | E | Control |
| WOLMAN, JEFFREY, CHARLES LLOYD | I | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, CHIEF LEGAL OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, DIREC | E | Control |
| WOLMAN, JEFFREY, CHARLES LLOYD | I | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, CHIEF LEGAL OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, DIREC | E | Control |
| WOLMAN, JEFFREY, CHARLES LLOYD | I | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, CHIEF LEGAL OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, DIREC | E | Control |
| WOLMAN, JEFFREY, CHARLES LLOYD | I | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, CHIEF LEGAL OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, DIREC | E | Control |
| WOLMAN, JEFFREY, CHARLES LLOYD | I | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, CHIEF LEGAL OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, DIREC | E | Control |
| WOLMAN, JEFFREY, CHARLES LLOYD | I | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, CHIEF LEGAL OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, DIREC | E | Control |
| WOLMAN, JEFFREY, CHARLES LLOYD | I | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, CHIEF LEGAL OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, DIREC | E | Control |
| WOLMAN, JEFFREY, CHARLES LLOYD | I | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, CHIEF LEGAL OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, DIREC | E | Control |
| WOLMAN, JEFFREY, CHARLES LLOYD | I | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, CHIEF LEGAL OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, DIREC | E | Control |
| WOLMAN, JEFFREY, CHARLES LLOYD | I | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, CHIEF LEGAL OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER, DIREC | E | Control |
Registrations
Federal
IA
Jul 29, 2025 REGISTERED
Notice Filings (2)
CA NY
Address
4208 OVERLAND AVENUECULVER CITY, CA 90230
United States
Phone: 310-234-1992