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WWM ADVISORY INC.
CRD 133611File 801-119043
APPROVED
Retail clients
Custody
Filing as of Mar 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$280.1M
Below cohort median (national)
Discretionary AUM
$266.4M
Non-discretionary $13.7M
Clients
110
305 accounts
Employees
2
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jul 30, 2020
- Principal office
- 4208 OVERLAND AVENUE, CULVER CITY, CA, 90230
- Phone
- 310-234-1992
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $280.1M
- Discretionary AUM
- $266.4M
- Non-discretionary AUM
- $13.7M
- Discretionary accounts
- 296
- Non-discretionary accounts
- 9
- Total accounts
- 305
- AUM per client
- $2.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 38 | $199.1M |
| Pension and profit sharing plans | 56 | $78.1M |
| Individuals (other than high net worth individuals) | 16 | $2.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — NO SEPARATE FEE CHARGED.
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.