Womack Wealth Management

Wealth Management Firm in Sandoval County, NM

Firm Info
Address: 6565 Americas Pkwy # 111, Albuquerque, NM 87110, USA
Phone: (505) 888-9449

Firm Size
Assets Under Management: $275.3 million
# of Advisors: 5
# of Clients: 486
Client to Advisor Ratio: 97:1
Average Account Size: $566,466
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Womack Wealth Management, Inc. Overview

Womack Wealth Management, Inc. is a fee-based registered investment advisory firm based in Manhattan Beach, CA. The firm has been in business since 2016 and specializes in providing investment advice to its clients. As a fee-based firm, Womack Wealth Management charges clients based on a percentage of their assets under management. The main services offered by Womack Wealth Management include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, and pension consulting services. The firm's financial planning services can help clients create a comprehensive plan to meet their financial goals, while its portfolio management services can help clients manage their investments more effectively. Womack Wealth Management also offers pension consulting services for businesses looking to establish or manage retirement plans. Additionally, the firm can help clients select other advisors who may be better suited to their unique investment needs. Overall, Womack Wealth Management is committed to providing its clients with personalized investment advice and helping them achieve their financial goals.

WOMACK WEALTH MANAGEMENT, INC. offers a range of services to different types of clients. The firm caters to individuals who require assistance in managing their finances, as well as high net worth individuals with a complex portfolio of investments. The company also serves pension or profit sharing plans that require expert advice to optimize their retirement plans. WOMACK WEALTH MANAGEMENT, INC. recognizes that each client has unique needs and goals and provides personalized service to meet those needs. WOMACK WEALTH MANAGEMENT, INC. offers several fee structures for its services. The firm charges a percentage of assets under management (AUM) for investment management services. This fee structure aligns the firm's interests with those of its clients, as their compensation is directly tied to the performance of the portfolio. The firm also offers hourly-based services for clients who require consultation for specific financial needs, such as tax and estate planning. Additionally, WOMACK WEALTH MANAGEMENT, INC. provides fixed fees for some of its services, which ensures that clients know the exact cost of the service upfront. The variety of fee structures available allows clients to choose the payment method that best aligns with their financial goals and preferences.

Typical Clients, Fee Structures & Investment Minimum

According to WOMACK WEALTH MANAGEMENT, INC.'s Part 2 Brochure note about investment minimums, the minimum account size accepted for the Investment Management and Consulting Services is $250,000. This means that in order to utilize their services, clients must have at least $250,000 in their account. There is no mention of any other investment minimums in their Part 2 Brochure.

How This Office Can Help Sandoval County, NM Residents

Womack Wealth Management is a trusted firm in the world of financial advisory services that provides a range of wealth management solutions to clients throughout Sandoval County, NM. The firm prides itself on its personalized approach to financial planning, as it truly understands that no two clients are alike. Womack Wealth Management's financial advisors are dedicated to developing tailored solutions that are built around the specific needs of each client, taking into account their unique goals, risk tolerance, and investment objectives. Clients living in Sandoval County, NM may face a variety of financial challenges, from planning for retirement to saving money for their children's education. Womack Wealth Management assists these clients in developing solid strategies for managing their wealth, minimizing tax burdens, and achieving their long-term financial goals. The firm's advisors are well-versed in a multitude of financial disciplines, including investing, estate planning, insurance, and more, and can help clients navigate even the most complex financial situations with ease. Ultimately, Womack Wealth Management's focus is always on putting their clients first, delivering exceptional service and support every step of the way.

To view the Minimum Investment and Fee Schedule for Womack Wealth Management, Inc., visit their Part 2 Brochure.

Services Offered by Womack Wealth Management, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Womack Wealth Management, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 6565 Americas Pkwy # 111, Albuquerque, NM 87110, USA
Phone (505) 888-9449
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 1334 PARK VIEW AVE, SUITE 350, MANHATTAN BEACH, CA 90266, United States

This firm has no other locations.

State Registrations

Womack Wealth Management, Inc. is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Louisiana
  • New Mexico
  • New York
  • Texas

Disciplinary History

Womack Wealth Management, Inc. does not have any disclosures. Please visit it's Form ADV for more details.