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Advisor

Gary Karz

WWM Advisory · Culver City, California

Gary Karz is a fee-only financial advisor at WWM Advisory in Culver City, California, who holds the CFA credential.

Fee-only CFA

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Facts

FirmWWM Advisory
Based in Culver City, California
Assets under management$280.1M across 305 accounts
CredentialsCFA
SEC registration Investment adviser representative in CA, NY · CRD 1611860
Firm size2 employees
Disclosures None reported

How Gary's firm compares

  • WWM Advisory's average account is about $918,000, from its Form ADV (assets managed divided by 305 accounts).

What fee-only advisors charge in California

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Questions about Gary

Is Gary Karz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gary holds no broker registration, and WWM Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

Where is Gary Karz based?

Gary Karz is based in Culver City, California.

What credentials does Gary Karz hold?

Gary Karz holds the CFA credential.

Is Gary Karz registered with the SEC?

Yes. Gary Karz is registered as an investment adviser representative in CA and NY (CRD 1611860), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does WWM Advisory manage?

WWM Advisory reports $280.1M across 305 accounts in assets under management.

How do I contact Gary Karz?

Contact details aren't on file yet. Search for WWM Advisory.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in Culver City

All fee-only advisors in California

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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