Christopher B. Packard

WOMACK WEALTH MANAGEMENT

MANHATTAN BEACH, CA 90266

Some features on this profile are disabled

CRD#: 4141848

Professional summary

Christopher Bryant Packard, who also goes by Chris Packard, is a registered financial advisor currently at WOMACK WEALTH MANAGEMENT, INC. located in Manhattan Beach, California.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Christopher has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Packard

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.

I own a vacation home in Florian�?³polis, Brazil which I rent from time to time. I receive roughly $20,000 USD/year in rental income.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Bryant Packard'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

September 21, 2017 - Present

WOMACK WEALTH MANAGEMENT, INC.

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

RIA

CRD#: 146126

MANHATTAN BEACH, CA

Past

November 25, 2014 - September 22, 2017

MORGAN STANLEY

RIA

CRD#: 149777

LOS ANGELES, CA

Past

October 16, 2014 - September 22, 2017

MORGAN STANLEY

CRD#: 149777

LOS ANGELES, CA

Past

March 3, 2003 - April 17, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SAN FRANCISCO, CA

Past

November 19, 2002 - April 17, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SAN FRANCISCO, CA

Past

June 12, 2000 - October 16, 2002

THOMAS WEISEL PARTNERS LLC

CRD#: 46237

SAN FRANCISCO, 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".

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
(9/21/2017)

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 66

Date: 11/25/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/7/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/22/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/16/2014

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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Jon Neuhaus

MORGAN STANLEY

IAR

El Segundo, CA

Kenneth Hickman

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Brea, CA

John Powell

EQUITABLE ADVISORS, LLC

IAR

Los Angeles, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Christopher B. Packard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Bryant Packard's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

THOMAS WEISEL PARTNERS LLC

Primary Firm SEC Registration

WOMACK WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/25/2014

Series 63

Date: 8/7/2000

SIE

Date: 9/22/2017

Series 7

Date: 10/16/2014

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

Similar Advisors