RIA Intelligence

WOMACK FINANCIAL LLC

CRD #174873 SEC #801-130892 DALLAS, TX 214-843-0070
SEC Registered Private Funds
Total AUM
$132.6M
Discretionary
$132.6M
Employees
2
Clients
--
Accounts
507

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 18, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
WOMACK, JOSHUA, KEITHIPRINCIPAL, CHIEF COMPLIANCE OFFICERE Control
WOMACK, JOSHUA, KEITHIPRINCIPAL, CHIEF COMPLIANCE OFFICERE Control
WOMACK, JOSHUA, KEITHIPRINCIPAL, CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Feb 18, 2025 REGISTERED

Notice Filings (1)

TX

Address

4849 GREENVILLE AVE.
SUITE 100-173
DALLAS, TX 75206
United States
Phone: 214-843-0070