Jeffrey Wolman is a registered investment advisor at Wwm Advisory INC., based in Culver City, CA, with 14 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 106 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WWM Advisory Inc. provides investment advice and portfolio management at no additional charge to clients of Wolman Wealth Management Inc., which charges a monthly fee for unrelated business management services.
Location
4208 Overland Avenue, Culver City, CA, 90230
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey provides business management services, primarily for people in the entertainment business, also as President of Wolman Wealth Management. He dedicates about 20% of his time to investment advisory services and the rest to business management.
Employment History
Current Registrations
Wwm Advisory INC.
State Registrations2 states
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