Wwm Advisory Inc.
- Regulatory AUM
- $280M
- Discretionary
- $266M
- Clients
- 110
- Avg AUM / client
- $2.5M
- Accounts
- 305
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 16 | $2.9M | 1.02% |
| High net worth individuals | 38 | $199M | 71.1% |
| Pension and profit sharing plans | 56 | $78.1M | 27.9% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Charles Lloyd Wolman | Chief Compliance Officer, Chief Executive Officer, Chief Legal Officer, Chief Financial Officer, Chief Operations Officer, Direc | Oct 1995 (31y) | 75% or more | |
| Gary Levand Karz | Registered representative | CFA | Mar 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/10/2026 | 964 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • NO SEPARATE FEE CHARGED.
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Vanguard Marketing Corporation $98.4M (35% of AUM) Mar 2026
- Morgan Stanley $58.1M (21% of AUM) Mar 2026
- Merrill Lynch $41.4M (15% of AUM) Mar 2026
- City National Securities $26.3M (11% of AUM) Jul 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 10, 2026.
View current Form ADV (SEC/IAPD) ↗