Jeffrey Wolman
WWM Advisory · Culver City, California
Jeffrey Wolman is a fee-only financial advisor at WWM Advisory in Culver City, California.
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Facts
| Firm | WWM Advisory |
|---|---|
| Based in | Culver City, California |
| Assets under management | $280.1M across 305 accounts |
| SEC registration | Investment adviser representative in CA, NY · CRD 4895490 |
| Exams passed | Series 65 (2011) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Jeffrey's firm compares
- WWM Advisory's average account is about $918,000, from its Form ADV (assets managed divided by 305 accounts).
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Questions about Jeffrey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Culver City
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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