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Jeffrey Charles Lloyd Wolman

WOLMAN WEALTH MANAGEMENT, INC.·CULVER CITY, California
Series 65Clean record14 years registeredWOLMAN WEALTH MANAGEMENT, INC.
4208 OVERLAND AVENUE, CULVER CITY, CA 90230CRD# 4895490Firm CRD# 133611

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Charles Lloyd Wolman · CULVER CITY, CA
Registration
CRD #4895490 · WOLMAN WEALTH MANAGEMENT, INC. · 14 years registered
Brand Profile
Not yet started
01

Career History

WWM ADVISORY INC.
Dec 2011 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 13, 2011
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WOLMAN WEALTH MANAGEMENT, INC.
CRD 133611 · SEC 801-119043
AUM
$200M
Regulatory assets under management
Employees
30
250 client accounts
Services offered by WOLMAN WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WOLMAN WEALTH MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Jeffrey Charles Lloyd Wolman offer?
Jeffrey Charles Lloyd Wolman specializes in Financial Planning, Investment Management. Contact their office in CULVER CITY, California for a consultation.
What are Jeffrey Charles Lloyd Wolman's credentials?
Jeffrey Charles Lloyd Wolman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Charles Lloyd Wolman located?
Jeffrey Charles Lloyd Wolman is based in CULVER CITY, California, working with WOLMAN WEALTH MANAGEMENT, INC.. Their office serves clients in the CULVER CITY metropolitan area and surrounding communities.
How does Jeffrey Charles Lloyd Wolman charge for services?
Jeffrey Charles Lloyd Wolman's firm is compensated through other: no separate fee charged.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WOLMAN WEALTH MANAGEMENT, INC.?
WOLMAN WEALTH MANAGEMENT, INC. has approximately 30 employees and manages $200M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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