Womack Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Womack Wealth Management provides investment management, comprehensive financial planning, wealth planning and retirement-plan advisory services to individuals, trusts, pension and profit-sharing plans, foundations, endowments and corporate clients. Wealth-planning and ongoing family-office style services are generally aimed at clients with at least $1 million in liquid assets, with more complex family-office engagements described for households with substantially larger net worth.
The firm’s investment approach is grounded in Modern Portfolio Theory and elements of the Efficient Markets Hypothesis, favoring broadly traded no-load mutual funds, ETFs, individual equities, fixed income, REITs, commodity exposures and select alternatives with a long-term orientation. Womack may use margin, options writing and other derivative strategies within separately managed accounts when appropriate to a client’s risk profile and objectives, and discloses that use in its policies.
Womack is affiliated through common ownership with a separate business-management firm that offers non-investment family-office and business-management services, a relationship the brochure discloses and which may lead clients to engage both firms. The firm also provides turn-key back-office and sub-advisory services to other advisers and offers institutional consulting for entities such as Native American tribes and ERISA plans, capabilities that extend its role beyond typical retail portfolio management.
Client services
Expertise
Occupation focus
Fee options
Financial Planning Services may be charged as fixed one-time fees or ongoing fixed flat fees.
$0 - $500,000: 1.2% $500,000 - $2,000,000: 1.0% $2,000,000 - $3,000,000: 0.7% $3,000,000 - $5,000,000: 0.5% $5,000,000 - $50,000,000: 0.3% $50,000,000+: Negotiable
Hourly rates range from $50/hour to $500/hour depending on complexity and staff level.
Account minimum: $250,000 Fee-only: Financial Planning Services may be charged as fixed one-time fees, ongoing fixed flat fees, and/or hourly fees.
Main office
See office904 Manhattan Ave, Suite 9
Manhattan Beach CA 90266
Advisors at this office
2
Offices (4)
Most active in
Arizona · California · Colorado · Louisiana · New Mexico · New York · Oregon · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Scott W
Series 63, Series 65
Manhattan Beach, CA
Womack Wealth Management, Inc.
Scott Womack is a financial advisor at Womack Wealth Management, Inc. in Manhattan Beach, CA, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and UAS Wealth Advisors. He also owns Womack Business Management, Inc., which provides business management and non-investment family office services. Womack Wealth Management offers investment management, comprehensive financial planning, and retirement-plan advisory services to individuals, trusts, foundations, and corporate clients, focusing on households with at least $1 million in liquid assets. The firm’s investment approach incorporates Modern Portfolio Theory and uses a range of asset types with a long-term orientation, including mutual funds, ETFs, equities, fixed income, and select alternatives.
Jacque L
CFP®, Series 63, Series 65
Portland, OR
Womack Wealth Management, Inc.
Jacque Lefore is a CFP® professional with Series 63 and Series 65 licenses, currently serving at Womack Wealth Management, Inc. in Portland, OR. She has over a decade of experience in financial planning, including 12 years at Outsource Financial Planning, LLC. Womack Wealth Management provides investment management, comprehensive financial and wealth planning, and retirement-plan advisory services to individuals, trusts, pension and profit-sharing plans, foundations, endowments, and corporate clients. The firm’s investment approach incorporates Modern Portfolio Theory and the Efficient Markets Hypothesis, utilizing diversified portfolios with long-term strategies tailored to client risk profiles.
Christopher P
Series 63, Series 66
Manhattan Beach, CA
Womack Wealth Management, Inc.
Christopher Packard is a financial advisor at Womack Wealth Management, Inc. in Manhattan Beach, CA, with 19 years of industry experience. He has held positions at Morgan Stanley and Morgan Stanley Private Bank prior to joining Womack Wealth Management in 2017. He holds Series 63 and Series 66 licenses. Womack Wealth Management provides investment management, financial planning, wealth-planning, and institutional consulting to individuals, high-net-worth families, retirement plans, trusts, foundations, and business entities. The firm’s investment approach is based on Modern Portfolio Theory and the Efficient Markets Hypothesis, utilizing strategic asset allocation across various asset classes and offering family-office style wealth management and outsourced services to other advisors.
Terry E
Series 66
Albuquerque, NM
Womack Wealth Management, Inc.
Terry Edwards is a financial advisor at Womack Wealth Management, Inc. in Albuquerque, NM, holding a Series 66 designation and with 21 years of industry experience. He was previously with Ameriprise Financial Services, Inc. from 2009 to 2017 before joining Womack Wealth Management. Outside of his advisory role, Edwards is a licensed notary in New Mexico. Womack Wealth Management provides investment management, financial planning, and institutional consulting services to individuals, high-net-worth families, retirement plans, trusts, foundations, and business entities. The firm employs an investment approach based on Modern Portfolio Theory and the Efficient Markets Hypothesis, offering diversified strategies including ETFs, mutual funds, equities, fixed income, and alternative investments, along with family-office style wealth management and outsourced portfolio services.
Charles W
Series 63, Series 65
Phoenix, AZ
Womack Wealth Management, Inc.
Charles Womack is a financial advisor at Womack Wealth Management, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Womack Wealth Management since 2012. Womack Wealth Management provides investment management, financial planning, and institutional consulting services to individuals, high-net-worth families, retirement plans, trusts, foundations, and business entities. The firm’s investment approach is based on Modern Portfolio Theory and the Efficient Markets Hypothesis, utilizing strategic asset allocation across various asset classes and offering family-office style wealth management and outsourced portfolio services to other advisors.
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