Manhattan Beach, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Womack Wealth Management, Inc.
Team
Firm-wide stats for Womack Wealth Management, Inc.
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.
Based on Womack Wealth Management, Inc.
Expertise
Based on Womack Wealth Management, Inc.
Location
904 Manhattan Ave, Suite 9
Manhattan Beach CA 90266
Advisors at this office
2
Advisors at this office
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, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been involved with Womack Wealth Management and Womack Business Management, Inc., where he provides business management and non-investment related family office services. Womack Wealth Management serves individuals, high-net-worth families, retirement plans, trusts, foundations, and business entities by offering investment management, financial planning, wealth-planning, and institutional consulting. The firm employs a strategy based on Modern Portfolio Theory and Efficient Markets Hypothesis, utilizing a range of asset classes and techniques, and is noted for its integrated family-office style services and operational affiliations that provide tax and accounting expertise.
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.
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