WWM Advisory Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$201,976,442
Clients
54
Advisors
2
of 2 employees
About
WWM Advisory Inc. provides investment advisory services including portfolio management, discretionary and non‑discretionary account supervision, monitoring, and financial planning to individuals (including high‑net‑worth clients) and to pension and profit‑sharing plans. The firm limits its advisory relationships to clients who engage the affiliated business‑management firm for personal and business management services.
WWM develops individualized portfolios through a client data‑gathering process that establishes objectives, time horizon, risk tolerance, and liquidity needs, and it emphasizes asset allocation and mutual fund/ETF analysis as primary methods of investment selection. The firm may recommend third‑party money managers but does not act as a solicitor or accept compensation from those managers, and rebalancing or manager changes are implemented with client approval.
WWM’s structure includes accounting and business‑management services alongside its investment advice, a characteristic that is uncommon among peers and reflects the principals’ accounting background and non‑investment professional services. The firm also does not charge percentage‑of‑assets management fees for its portfolio services—those services are provided at no additional charge to the affiliated business‑management clients—and because it offers bill‑paying and management services it is deemed to have custody and engages an annual PCAOB custody audit.
Client services
Expertise
Fee options
Monthly fees charged by Wolman Wealth Management Inc. for unrelated business management services; fees determined based on nature and complexity of services, not negotiable.
Main office
4208 Overland Avenue
Culver City CA 90230
Advisors at this office
2
Most active in
California · New York
Also doing business as
Jeffrey Charles Lloyd Wolman · Wolman Wealth Management, Inc · Wolman Wealth Management, Inc. · Wolman, Jeffrey C.L. · Wwm Advisory Inc.
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.
Advisors at this firm
Jeffrey W
Series 65
Culver City, CA
WWM Advisory Inc.
Jeffrey Wolman is a financial advisor at WWM Advisory Inc. with 14 years of industry experience and holds a Series 65 designation. He has been with Wolman Wealth Management since 1995, where he provides both business management and investment advisory services, primarily for clients in the entertainment industry. Approximately 20% of his time is devoted to investment advisory work, with the remainder focused on business management. WWM Advisory Inc. offers investment advisory and portfolio management services mainly to individual clients, including high-net-worth individuals, and pension or profit-sharing plans associated with its affiliated business-management practice. The firm emphasizes asset allocation and mutual fund/ETF analysis to create tailored portfolios, with accounts reviewed quarterly and managed on a discretionary basis when appropriate.
Gary K
CFA®
Culver City, CA
WWM Advisory Inc.
Gary Karz is a CFA® charterholder with seven years of industry experience. He is currently an advisor at WWM Advisory Inc. and previously worked at Tri Star Sport & Entertainment and as an independent consultant. He is also the owner of INVESTORHOME.COM, a research website that is currently non-active. WWM Advisory Inc. provides investment advisory and portfolio management services primarily to individual clients and pension or profit-sharing plans associated with its affiliated business-management practice. The firm focuses on asset allocation and mutual fund/ETF analysis to create portfolios tailored to clients’ goals, with accounts reviewed quarterly and managed on a discretionary basis when appropriate.
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