Overview
Assets Under Management: $133 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 57
Average Client Assets: $2 million
Frequently Asked Questions
WOMACK FINANCIAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #174873), WOMACK FINANCIAL LLC is subject to fiduciary duty under federal law.
WOMACK FINANCIAL LLC is headquartered in DALLAS, TX.
WOMACK FINANCIAL LLC serves 57 high-net-worth clients according to their SEC filing dated February 18, 2025. View client details ↓
According to their SEC Form ADV, WOMACK FINANCIAL LLC offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
WOMACK FINANCIAL LLC manages $133 million in client assets according to their SEC filing dated February 18, 2025.
According to their SEC Form ADV, WOMACK FINANCIAL LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.89
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 507
Discretionary Accounts: 507
Regulatory Filings
CRD Number: 174873
Last Filing Date: 2025-02-18 00:00:00
Website: https://womackfinancial.com