WOMACK WEALTH MANAGEMENT, INC.

CRD 146126File 801-107413

APPROVED

Retail clients

Custody

Filing as of Jul 8, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$406.9M

Below cohort median (national)

Discretionary AUM

$393.2M

Non-discretionary $13.7M

Clients

198

601 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: Mar 18, 2016
Principal office: 904 MANHATTAN AVE, SUITE 9, MANHATTAN BEACH, CA, 90266
Phone: 310-684-3868
Website: HTTP://WWW.WOMACKWEALTHMANAGEMENT.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $406.9M
Discretionary AUM: $393.2M
Non-discretionary AUM: $13.7M
Discretionary accounts: 593
Non-discretionary accounts: 8
Total accounts: 601
AUM per client: $2.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$12K
High net worth individuals	104	$372.5M
Pension and profit sharing plans	Fewer than 5	$7.8M
Individuals (other than high net worth individuals)	94	$26.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.