Wwm Advisory Inc.
● SEC registered since 2020CRD 133611SEC# 801-119043Culver City, CA
Reg. AUM
$280.1M
Employees
2
Accounts
305
Location
Culver City, CA
Wwm Advisory Inc. assets under management
Wwm Advisory Inc. is a registered investment adviser overseen by the SEC based in Culver City, CA. The firm has been registered since 2020. It reports $280.1 million in regulatory assets under management and employs 2 people.
Wwm Advisory Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Charles Lloyd Wolman Control | Chief Compliance Officer, Chief Executive Officer, Chief Legal Officer, Chief Financial Officer, Chief Operations Officer, Direc | Over 75% | 1995 |
Frequently asked questions
How much does Wwm Advisory Inc. manage?
Wwm Advisory Inc. reports $280.1 million in regulatory assets under management on its Form ADV.
How many employees does Wwm Advisory Inc. have?
Wwm Advisory Inc. reports 2 employees.
Where is Wwm Advisory Inc. located?
Wwm Advisory Inc. is based in Culver City, CA and has been SEC-registered since 2020.
Does Wwm Advisory Inc. disclose fund performance?
Wwm Advisory Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4208 Overland Avenue, Culver City, CA 90230 |
| Phone | 310-234-1992 |
| Fax | 310-234-1928 |
| Office hours | 9a.m.-6p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$280.1M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$280.1Mregulatory AUM
Discretionary $266.4MNon-discretionary $13.7M