WOMACK WEALTH MANAGEMENT, INC.
CRD #146126 SEC #801-107413 MANHATTAN BEACH, CA 888-314-5554
SEC Registered
Total AUM
$402.6M
Discretionary
$388.6M
Employees
7
Clients
101
Accounts
592
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $402.6M | $388.6M | $13.9M | 7 | 0 |
| Oct 2025 | $402.6M | $388.6M | $13.9M | 7 | 0 |
| Mar 2025 | $362.1M | $350.6M | $11.5M | 7 | 0 |
| Dec 2024 | $329.8M | $324.2M | $5.6M | 7 | 0 |
| Dec 2024 | $329.8M | $324.2M | $5.6M | 7 | 0 |
| Aug 2024 | $329.8M | $324.2M | $5.6M | 7 | 0 |
| Jun 2024 | $329.8M | $324.2M | $5.6M | 7 | 0 |
| Mar 2024 | $329.8M | $324.2M | $5.6M | 7 | 0 |
| Mar 2023 | $305.9M | $301M | $4.9M | 7 | 0 |
| Sep 2022 | $318M | $313.6M | $4.5M | 7 | 0 |
| Aug 2022 | $318M | $313.6M | $4.5M | 7 | 0 |
| Jul 2022 | $275.3M | $270.3M | $5M | 7 | 0 |
| Mar 2022 | $275.3M | $270.3M | $5M | 7 | 0 |
| May 2021 | $234.9M | $230.4M | $4.4M | 8 | 1 |
| Mar 2021 | $212.8M | $208.8M | $4M | 8 | 1 |
| Dec 2020 | $182M | $177.8M | $4.1M | 7 | 0 |
| Jun 2020 | $182M | $177.8M | $4.1M | 7 | 0 |
| May 2020 | $182M | $177.8M | $4.1M | 7 | 0 |
| Mar 2020 | $182M | $177.8M | $4.1M | 7 | 0 |
| Mar 2020 | $151M | $147.9M | $3M | 7 | 0 |
| Mar 2019 | $151M | $147.9M | $3M | 7 | 0 |
| Jan 2019 | $141.7M | $139.8M | $1.9M | 9 | 0 |
| Mar 2018 | $141.7M | $139.8M | $1.9M | 9 | 0 |
| Jan 2018 | $125.3M | $125.3M | $0 | 6 | 0 |
| Sep 2017 | $125.3M | $125.3M | $0 | 6 | 111 |
| Jun 2017 | $125.3M | $125.3M | $0 | 5 | 111 |
| Apr 2017 | $125.3M | $125.3M | $0 | 6 | 111 |
| Mar 2017 | $125.3M | $125.3M | $0 | 5 | 111 |
| Jan 2017 | $113.3M | $113.3M | $0 | 5 | 26 |
| Jul 2016 | $113.3M | $113.3M | $0 | 6 | 26 |
| Apr 2016 | $113.3M | $113.3M | $0 | 6 | 26 |
| Mar 2016 | $113.3M | $113.3M | $0 | 6 | 26 |
| Mar 2016 | $113.3M | $113.3M | $0 | 6 | 26 |
| Mar 2016 | $113.3M | $113.3M | $0 | 6 | 26 |
| Jan 2008 | $0 | $0 | $0 | 5 | -- |
DateNov 2025
Total AUM$402.6M
Discretionary$388.6M
Non-Disc.$13.9M
Employees7
Clients0
DateOct 2025
Total AUM$402.6M
Discretionary$388.6M
Non-Disc.$13.9M
Employees7
Clients0
DateMar 2025
Total AUM$362.1M
Discretionary$350.6M
Non-Disc.$11.5M
Employees7
Clients0
DateDec 2024
Total AUM$329.8M
Discretionary$324.2M
Non-Disc.$5.6M
Employees7
Clients0
DateDec 2024
Total AUM$329.8M
Discretionary$324.2M
Non-Disc.$5.6M
Employees7
Clients0
DateAug 2024
Total AUM$329.8M
Discretionary$324.2M
Non-Disc.$5.6M
Employees7
Clients0
DateJun 2024
Total AUM$329.8M
Discretionary$324.2M
Non-Disc.$5.6M
Employees7
Clients0
DateMar 2024
Total AUM$329.8M
Discretionary$324.2M
Non-Disc.$5.6M
Employees7
Clients0
DateMar 2023
Total AUM$305.9M
Discretionary$301M
Non-Disc.$4.9M
Employees7
Clients0
DateSep 2022
Total AUM$318M
Discretionary$313.6M
Non-Disc.$4.5M
Employees7
Clients0
DateAug 2022
Total AUM$318M
Discretionary$313.6M
Non-Disc.$4.5M
Employees7
Clients0
DateJul 2022
Total AUM$275.3M
Discretionary$270.3M
Non-Disc.$5M
Employees7
Clients0
DateMar 2022
Total AUM$275.3M
Discretionary$270.3M
Non-Disc.$5M
Employees7
Clients0
DateMay 2021
Total AUM$234.9M
Discretionary$230.4M
Non-Disc.$4.4M
Employees8
Clients1
DateMar 2021
Total AUM$212.8M
Discretionary$208.8M
Non-Disc.$4M
Employees8
Clients1
DateDec 2020
Total AUM$182M
Discretionary$177.8M
Non-Disc.$4.1M
Employees7
Clients0
DateJun 2020
Total AUM$182M
Discretionary$177.8M
Non-Disc.$4.1M
Employees7
Clients0
DateMay 2020
Total AUM$182M
Discretionary$177.8M
Non-Disc.$4.1M
Employees7
Clients0
DateMar 2020
Total AUM$182M
Discretionary$177.8M
Non-Disc.$4.1M
Employees7
Clients0
DateMar 2020
Total AUM$151M
Discretionary$147.9M
Non-Disc.$3M
Employees7
Clients0
DateMar 2019
Total AUM$151M
Discretionary$147.9M
Non-Disc.$3M
Employees7
Clients0
DateJan 2019
Total AUM$141.7M
Discretionary$139.8M
Non-Disc.$1.9M
Employees9
Clients0
DateMar 2018
Total AUM$141.7M
Discretionary$139.8M
Non-Disc.$1.9M
Employees9
Clients0
DateJan 2018
Total AUM$125.3M
Discretionary$125.3M
Non-Disc.$0
Employees6
Clients0
DateSep 2017
Total AUM$125.3M
Discretionary$125.3M
Non-Disc.$0
Employees6
Clients111
DateJun 2017
Total AUM$125.3M
Discretionary$125.3M
Non-Disc.$0
Employees5
Clients111
DateApr 2017
Total AUM$125.3M
Discretionary$125.3M
Non-Disc.$0
Employees6
Clients111
DateMar 2017
Total AUM$125.3M
Discretionary$125.3M
Non-Disc.$0
Employees5
Clients111
DateJan 2017
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees5
Clients26
DateJul 2016
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees6
Clients26
DateApr 2016
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees6
Clients26
DateMar 2016
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees6
Clients26
DateMar 2016
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees6
Clients26
DateMar 2016
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees6
Clients26
DateJan 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--