Womack Wealth Management, Inc.

Overview

Womack Wealth Management, Inc. is an independent, SEC-registered advisory corporation that began registration in 2016 and is owned by an individual. The firm serves primarily individual and family clients and positions itself as a capital allocator that can place client assets with third-party managers. Its advisory services include comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and the selection of other advisers. Fee arrangements are flexible: the firm charges based on a percentage of assets under management and also offers hourly and fixed-fee engagements for planning or consulting work. Womack does not identify as an active ESG investor in its filings. The firm lists an industry affiliation with accountants, which suggests coordinated work with tax or accounting professionals for client engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices