Scott H. Womack

WOMACK WEALTH MANAGEMENT

MANHATTAN BEACH, CA 90266

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CRD#: 2674468

Professional summary

Scott Hanson Womack is a registered financial advisor currently at WOMACK WEALTH MANAGEMENT, INC. located in Manhattan Beach, California.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Scott has worked at 5 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

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.

Womack Business Management, Inc., Manhattan Beach, CA, Business Management, owner, 02/2008 to present. approximately 10 hours per week is spent on this activity, approximately 10 hours are devoted to this activity during trading hours, the firm provides business management and non-investment related family office services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Hanson Womack's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 8, 2008 - Present

WOMACK WEALTH MANAGEMENT, INC.

Office #1: 904 Manhattan Ave, Suite 9, Manhattan Beach, CA 90266

RIA

CRD#: 146126

MANHATTAN BEACH, CA

Past

October 27, 2004 - April 3, 2014

UAS WEALTH ADVISORS

RIA

CRD#: 132903

ALBUQUERQUE, NM

Past

February 14, 2003 - July 8, 2005

UNIVERSAL ADVISORY SERVICES INC

RIA

CRD#: 106192

ALBUQUERQUE, NM

Past

November 5, 2002 - April 22, 2008

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

ALBUQUERQUE, NM

Past

May 3, 2002 - April 22, 2008

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ALBUQUERQUE, NM

Past

October 24, 1995 - May 7, 2002

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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".

WOMACK WEALTH MANAGEMENT, INC.

CRD#: 146126 / SEC#: 801-107413

RIA

Registered Investment Advisory firm - (3/18/2016 Approved)

California

Registered Investment Advisory firm - (4/20/2016 Terminated)

Louisiana

Registered Investment Advisory firm - (3/21/2016 Terminated)

New Mexico

Registered Investment Advisory firm - (3/21/2016 Terminated)

Texas

Registered Investment Advisory firm - (3/21/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(2/8/2008)

IAR

New Mexico
(2/8/2008)

IAR

Texas
(3/22/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/3/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/1/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 11/7/1995

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/23/1995

General Securities Representative Examination

Current Firm

WOMACK WEALTH MANAGEMENT, INC.

CRD#: 146126 / SEC#: 801-107413

RIA

Registered Investment Advisory firm - (3/18/2016 Approved)

California

Registered Investment Advisory firm - (4/20/2016 Terminated)

Louisiana

Registered Investment Advisory firm - (3/21/2016 Terminated)

New Mexico

Registered Investment Advisory firm - (3/21/2016 Terminated)

Texas

Registered Investment Advisory firm - (3/21/2016 Terminated)

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Contact information

Main Address

904 Manhattan Ave, Suite 9, Manhattan Beach, CA 90266

Mailing Address

Phone number

(888) 314-5554

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (10/28/2025)

Regulatory assets under management

Total Number of Accounts	592
AUM (Assets Under Management)	$ 402,592,001

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/24/2025	Cover Page	Report
12/28/2024	Cover Page	Report
10/27/2023	Cover Page	Report

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.

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Scott H. Womack

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Hanson Womack's CRS (Customer Relationship Summary).

Certified licenses

Experience

UAS WEALTH ADVISORS

UNIVERSAL ADVISORY SERVICES INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

WOMACK WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/3/1995

Series 63

Date: 11/1/1995

Series 31

Date: 11/7/1995

Series 7

Date: 10/23/1995

Current Firm

WOMACK WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

WOMACK WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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