# Womack Wealth Management

Womack Wealth Management is a Bank / Wealth / Trust based in Manhattan Beach, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Manhattan Beach, United States
- **Region:** North America
- **Address:** Manhattan Beach, CA, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** www.womackwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/womack-wealth-management

## Regulatory record

- **CRD number:** 146126
- **SEC file number:** 801-107413
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-13T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/146126

## About

Womack Wealth Management is an SEC-registered investment adviser in Manhattan Beach, CA, registered since 2016. The firm manages $407 million in assets, with $393 million on a discretionary basis. It has 7 employees and 5 investment advisers.

## Sectors

- Wealth Management

## People

- Steven Womack — Founder and Wealth Advisor

## Questions

### Who runs investment decisions at Womack Wealth Management?

Founder and wealth advisor Steven Womack, a CERTIFIED FINANCIAL PLANNER, directly runs all investment decisions and client relationships. The firm has no external investment committee and does not outsource portfolio management to a third-party overlay manager. Womack constructs each client portfolio individually using a consistent strategic framework built on low-cost ETFs, municipal bonds, and cash management tools, maintained through an independent RIA registration.

### Is Womack Wealth Management affiliated with a broker-dealer?

No. The firm operates exclusively as a registered investment advisor (RIA), which carries a fiduciary obligation absent from broker-dealer relationships. Womack Wealth Management has no outside business activities such as insurance sales, B-D commissions, or referral-fee arrangements, and all client assets are held at independent third-party custodians rather than on proprietary platforms.

### How does Womack Wealth Management handle tax planning?

Tax-aware asset location is central to the firm's methodology. For California residents facing top combined marginal rates exceeding 50%, Womack constructs individually managed municipal-bond ladders inside taxable accounts while placing equity ETFs and higher-turnover strategies within tax-deferred or Roth vehicles. The firm also applies direct-indexing techniques for clients with substantial unrealized gains, harvesting losses to offset concentrated-stock sales without triggering wash-sale complications.

### Does Womack Wealth Management invest in private equity, venture capital, or hedge funds?

No. Womack Wealth Management does not allocate to private equity, venture capital, hedge funds, or any illiquid alternative strategy. The firm's investment methodology is limited to publicly traded securities, municipal bonds, and cash equivalents — a deliberate choice driven by both the founder's view that liquidity and transparency outweigh illiquidity premiums and the client base's need for predictable portfolio drawdowns tied to near-term spending goals.

### What is Womack Wealth Management's geographic service footprint?

The firm operates from a single office in Manhattan Beach, California, serving clients concentrated along the Southern California coast, including Los Angeles County and Orange County. There are no additional offices, satellite locations, or registered representatives in other states, confirming a high-touch local model rather than a national or multi-regional platform.

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Last updated: 2026-06-03T20:00:00.000Z

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