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Jeffrey Charles Lloyd Wolman

Chief Compliance Officer, Chief Executive Officer, Chief Legal Officer, Chief Financial Officer, Chief Operations Officer, DirecWolman Wealth Management, Inc.CRD 4895490

About Jeffrey Charles Lloyd Wolman

Jeffrey Charles Lloyd Wolman is listed as Chief Compliance Officer, Chief Executive Officer, Chief Legal Officer, Chief Financial Officer, Chief Operations Officer, Direc at Wolman Wealth Management, Inc. in Culver City, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Wolman Wealth Management, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jeffrey Charles Lloyd Wolman work?

Jeffrey Charles Lloyd Wolman is listed as Chief Compliance Officer, Chief Executive Officer, Chief Legal Officer, Chief Financial Officer, Chief Operations Officer, Direc at Wolman Wealth Management, Inc. on SEC Form ADV.

How much of Wolman Wealth Management, Inc. does Jeffrey Charles Lloyd Wolman own?

Form ADV reports a beneficial ownership band of Over 75%.

Wolman Wealth Management, Inc.

TitleChief Compliance Officer, Chief Executive Officer, Chief Legal Officer, Chief Financial Officer, Chief Operations Officer, Direc
OwnershipOver 75%
Control personYes
Since1995
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