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Est. 2026The front page of wealth managementNew York

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Chief Compliance Officer, Chief Executive Officer, Chief Legal Officer, Chief Financial Officer, Chief Operations Officer, Direc · WWM Advisory Inc.

Jeffrey C. Wolman

CRD 4895490 · Named on Form ADV at one SEC-registered adviser

At a glance

WWM Advisory Inc., an SEC-registered wealth manager based in Culver City, CA with $280 million in regulatory assets, lists Jeffrey C. Wolman on its Form ADV as Chief Compliance Officer, Chief Executive Officer, Chief Legal Officer, Chief Financial Officer, Chief Operations Officer, Direc, a control person.

Firms and roles

  • WWM Advisory Inc.Chief Compliance Officer, Chief Executive Officer, Chief Legal Officer, Chief Financial Officer, Chief Operations Officer, DirecWealth manager · Culver City, CA · $280M in regulatory assets

AtlasMembers

Jeffrey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.