# Jeffrey Wolman

> Jeffrey Wolman is a fee-only financial advisor at WWM Advisory in Culver City, California.

Page: https://find.wellspent.co/advisors/jeffrey-wolman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** WWM Advisory
- **Based in:** Culver City, California
- **Assets under management (firm):** $280.1M across 305 accounts
- **CRD:** 4895490 (https://adviserinfo.sec.gov/individual/summary/4895490)
- **SEC registration:** Investment adviser representative in CA, NY
- **Exams passed:** Series 65 (2011)
- **Firm size:** 2 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Jeffrey Wolman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey 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 Jeffrey Wolman based?

Jeffrey Wolman is based in Culver City, California.

### Is Jeffrey Wolman registered with the SEC?

Yes. Jeffrey Wolman is registered as an investment adviser representative in CA and NY (CRD 4895490), 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 Jeffrey Wolman?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4895490): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.