Charles Hanson Womack
Professional Summary
Charles Hanson Womack, who also goes by Charles H Womack, Charles Womack, is a registered financial advisor currently at WOMACK WEALTH MANAGEMENT, INC. located in Phoenix, Arizona. Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1970. Charles has worked at 7 firms and has passed the Series 63, Series 65, Series 7, Series 000, Series 1 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Charles Hanson Womack, Charles H Womack, Charles Womack
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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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Years of Experience
56 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
WOMACK WEALTH MANAGEMENT, INC.
Contact Information
Main Address
904 Manhattan Ave, Suite 9, Manhattan Beach, CA 90266Phone Number
(310) 684-3868# of Employees
7SEC notice filing (9 States and Territories)
Registered to provide investment advisory services in 9 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
601AUM (Assets Under Management)
$406,914,525Accountant 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 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
WOMACK WEALTH MANAGEMENT, INC.
State Registrations and Notice Filings
(8/26/2019)
(3/16/2012)
(3/26/2012)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 000 — General Securities Principal Examination
Passed Jun 1970Series 1 — Registered Representative Examination
Passed Jun 1970Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Charles Hanson Womack's CRS (Customer Relationship Summary).
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