Womack Financial LLC
SEC RegisteredWEALTH MANAGEMENT built from the ground up with a client-first mindset
About the firm
Womack Financial is a wealth management firm built from the ground up with a client-first mindset, founded by Josh Womack. The firm emphasizes mutual trust, communication, and transparency as it grows.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management services including evaluating and sourcing private investment opportunities (real estate, VC, direct debt, private equity), custom portfolio construction, restricted stock diversification, investment planning for variable income, financial planning for career changes, and donor-advised fund setup.
Who they serve
Family, friends, former co-workers, and clients with needs including private investment opportunities, faith-based portfolios, restricted stock, variable income, and unexpected inheritances.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 80 | $24M |
| High Net Worth Individuals | 60 | $131M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 1 | $9.7M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $100,000 - $1,000,000 | 1.00% |
| $1,000,001 - $2,500,000 | 0.75% |
| $2,500,001 - $5,000,000 | 0.50% |
| $5,000,001 and Up | 0.25% |
Data as of April 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Womack Financial LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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