Terry W. Edwards

WOMACK WEALTH MANAGEMENT

Albuquerque, NM 87110

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CRD#: 4778433

Professional summary

Terry Warren Edwards is a registered financial advisor currently at WOMACK WEALTH MANAGEMENT, INC. located in Albuquerque, New Mexico.

Terry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Terry has worked at 5 firms and has passed the Series 66, SIE, 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry Warren Edwards'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

October 13, 2017 - Present

WOMACK WEALTH MANAGEMENT, INC.

Office #1: 6565 Americas Parkway Ne Suite 200, Albuquerque, NM 87110

RIA

CRD#: 146126

Albuquerque, NM

Past

September 4, 2009 - October 16, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Albuquerque, NM

Past

September 4, 2009 - October 16, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Albuquerque, NM

Past

June 1, 2009 - September 8, 2009

MORGAN STANLEY

RIA

CRD#: 149777

ALBUQUERQUE, NM

Past

June 1, 2009 - September 8, 2009

MORGAN STANLEY

CRD#: 149777

ALBUQUERQUE, NM

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

ALBUQUERQUE, NM

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

ALBUQUERQUE, NM

Past

July 26, 2004 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

ALBUQUERQUE, NM

Past

June 30, 2004 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

ALBUQUERQUE, NM

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

New Mexico
(10/13/2017)

IAR

Texas
(5/10/2018)

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: 7/23/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/16/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 10/11/2004

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 6/29/2004

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 (8 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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Advisor Monitoring

Firm Stability Insights

Terry W. Edwards

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry Warren Edwards's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

WOMACK WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/23/2004

SIE

Date: 10/16/2017

Series 31

Date: 10/11/2004

Series 7

Date: 6/29/2004

Current Firm

WOMACK WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (8 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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