This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$407MItem 5.F on the latest filing (2026-07-08); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$393M

Private client RAUM

$399MderivedItem 5.D individuals plus high net worth individuals

Private client share

98%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$81.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

7

Advisory employees

7

Offices

3Schedule D 1.F, beyond the principal office

Accounts

601

Individual clients

94

High net worth clients

104

SEC number

801-107413

CRD

146126

Filings on the tape

36

First filed

Mar 4, 2016

Latest filed

Jul 8, 2026

Organised

Corporation, NM

Website

womackwealthmanagement.com

• Occurred

  Mar 4, 2016
  First Form ADV filing

  Womack Wealth Management, Inc. filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6f096273-f4b6-ded8-e661-e87ebef1266e

First observed

Mar 4, 2016

Last observed

Jul 8, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.