Charles Womack

Charles Womack is a financial advisor affiliated with Womack Wealth Management, Inc., an SEC-registered investment adviser. Public advisor-registration profiles list him with CRD #471691 and current employment at Womack Wealth Management beginning in February/March 2012. His regulatory history also lists prior investment-adviser registrations with Merrill Lynch Pierce Fenner & Smith in Albuquerque from July 2011 to March 2012, UBS Financial Services in Albuquerque from March 2009 to July 2011, Sovereign Wealth Advisors in Albuquerque from May 2008 to March 2009, and Piedra Capital.

His LinkedIn profile, under the name Chuck Womack, describes 35 years of providing financial services to individuals, institutions, and labor unions, and lists Womack Wealth Management Inc. in Albuquerque, New Mexico and Los Angeles, California. LinkedIn also lists “Texas” under education, but does not provide a specific degree in the public preview.

Womack Wealth Management markets itself as providing “independent advice for high net-worth families, foundations & businesses.” The firm’s services include investment management and consulting, wealth planning and management, family office services, and sports and entertainment business management. SEC/IAPD data lists Womack Wealth Management, Inc. as CRD #146126 / SEC #801-107413, SEC-approved since March 18, 2016.

• Public sources reviewed support Charles Womack primarily as a wealth-management and investment-advisory professional, not as a publicly documented startup angel investor.
• Womack Wealth Management’s stated positioning is: “independent advice for high net-worth families, foundations & businesses.”
• The firm provides financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting, and selection of other advisers.
• Public profiles indicate the firm works with retail and high-net-worth investors and uses asset-based, hourly, and fixed-fee structures.
• No verifiable public source was found for Charles Womack’s personal startup investment thesis, seed-stage check size, or sector-specific angel-investing criteria.