WOLMAN WEALTH MANAGEMENT, INC.

JEFFREY CHARLES LLOYD WOLMAN
CULVER CITY, California·1 registered advisor·CRD# 133611
SEC# 801-1190430310-234-1992
01

Firm Overview

AUM
$200M
Regulatory assets under management
Employees
30
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Other: NO SEPARATE FEE CHARGED.
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WOLMAN WEALTH MANAGEMENT, INC.

1 registered advisor
Jeffrey Charles Lloyd Wolman
CULVER CITY, California
05

Office Locations

CULVER CITY, California
1 advisor

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Data sourced from SEC Form ADV filings. WOLMAN WEALTH MANAGEMENT, INC. (CRD# 133611) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.