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Wolman Wealth Management, Inc.

● SEC registered since 2020CRD 133611SEC# 801-119043Culver City, CA
Export (members)
Reg. AUM
$230.1M
Employees
2
Accounts
263
Location
Culver City, CA

Wolman Wealth Management, Inc. assets under management

Wolman Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Culver City, CA. The firm has been registered since 2020. It reports $230.1 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Wolman Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Jeffrey Charles Lloyd Wolman ControlChief Compliance Officer, Chief Executive Officer, Chief Legal Officer, Chief Financial Officer, Chief Operations Officer, DirecOver 75%1995

Frequently asked questions

How much does Wolman Wealth Management, Inc. manage?

Wolman Wealth Management, Inc. reports $230.1 million in regulatory assets under management on its Form ADV.

How many employees does Wolman Wealth Management, Inc. have?

Wolman Wealth Management, Inc. reports 2 employees.

Where is Wolman Wealth Management, Inc. located?

Wolman Wealth Management, Inc. is based in Culver City, CA and has been SEC-registered since 2020.

Does Wolman Wealth Management, Inc. disclose fund performance?

Wolman Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4208 Overland Avenue, Culver City, CA 90230
Phone310-234-1992
Fax310-234-1928
Office hours9a.m.-6p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$230.1M
Non-discretionary$0
Total (RAUM)$230.1M