Jeffrey Charles lloyd Wolman
Investment adviser representative at Wwm Advisory Inc.
31 yearsExperience
2 statesRegistered in
$280.1MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
31 years in the industry.
- Wwm Advisory Inc.Mar 2025 to now
- Wolman Wealth ManagementOct 1995 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (CA, NY).
Wwm Advisory Inc.
$280.1MAssets managed
110Clients
2Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4895490
- Firm CRD
- 133611