Womack Financial LLC
Womack Financial LLC is an SEC-registered wealth manager in Dallas, TX with $164.7M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Womack Financial LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 174873, SEC 801-130892, data through 2026-05-21.
- AUM (assets under management / regulatory AUM)
- $164.7M (2026-05-21)
- Firm type
- Wealth Manager
- Location
- Dallas, TX
- Employees
- 3
- Clients
- 141
- CRD
- 174873
- Ownership
- WOMACK, JOSHUA, KEITH
How much AUM does Womack Financial LLC have?
Womack Financial LLC reported $164.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-21).
Who owns Womack Financial LLC?
Disclosed owners and executives of Womack Financial LLC include WOMACK, JOSHUA, KEITH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.