GK
Gary L. Karz
WWM ADVISORY
Culver City, CA 90230
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CRD#: 1611860
GK
Professional summary
Gary Levand Karz is a registered financial advisor currently at WWM ADVISORY INC. located in Culver City, California.
Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Gary has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
INVESTORHOME.COM, RESEARCH, WEBSITE, OWNER, 08/1996; Non-Active
CRS (Client Relationship Summary) - RIA
Click below to view Gary Levand Karz's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 6, 2025 - Present
WWM ADVISORY INC.
Office #1: 4208 Overland Avenue, Culver City, CA 90230RIA
CRD#: 133611
Culver City, CA
Past
May 18, 2010 - July 12, 2016
PROFICIENT INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 153567
LOS ANGELES, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WA
WWM ADVISORY INC.
JEFFREY CHARLES LLOYD WOLMAN | WWM ADVISORY INC. | WOLMAN, JEFFREY C.L. | WOLMAN WEALTH MANAGEMENT, INC. | WOLMAN WEALTH MANAGEMENT, INC
CRD#: 133611 / SEC#: 801-119043
RIA
Registered Investment Advisory firm - (7/30/2020 Approved)California
Registered Investment Advisory firm - (8/30/2020 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(3/6/2025)
IAR
New York(3/6/2025)
Exams
Current Firm
WA
WWM ADVISORY INC.
JEFFREY CHARLES LLOYD WOLMAN | WWM ADVISORY INC. | WOLMAN, JEFFREY C.L. | WOLMAN WEALTH MANAGEMENT, INC. | WOLMAN WEALTH MANAGEMENT, INC
CRD#: 133611 / SEC#: 801-119043
RIA
Registered Investment Advisory firm - (7/30/2020 Approved)California
Registered Investment Advisory firm - (8/30/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4208 Overland Avenue, Culver City, CA 90230
Mailing Address
4208 Overland Avenue, Culver City, CA 90230
Phone number
(310) 234-1992
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 263 |
| AUM (Assets Under Management) | $ 230,072,645 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/31/2025 | ||
| 02/14/2025 | ||
| 05/13/2024 | ||
| 02/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
