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Robert Steven Seltzer

Womack Wealth Management, Inc.

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About Robert Steven Seltzer

Robert Steven Seltzer is an investment advisor representative with Womack Wealth Management, Inc. Seltzer is registered to provide investment advisory services in California, New Mexico and Texas. Seltzer has been in the industry since 2007 and holds a Series 66 license. Seltzer is also a Personal Financial Specialist. Seltzer's specializations include: retirement, investments, college savings, life insurance, and estate planning. Seltzer is also the sole owner of Seltzer Business Management, Inc., a California C-corp that provides tax and business management services.

Firm Information

Robert Seltzer is currently registered with Womack Wealth Management, Inc.. Womack Wealth Management, Inc. is a registered investment advisor based in Manhattan Beach, CA. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management services for individuals, businesses, and pension and profit-sharing plans. Womack Wealth Management has approximately $329.8 million in regulatory assets under management.
Womack Wealth Management, Inc.

1334 PARK VIEW AVE, SUITE 350

MANHATTAN BEACH, CA 90266

$329.77M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Seltzer’s Registration & Firm History

CA

08/23/2017 - Present

Womack Wealth Management, Inc. (MANHATTAN BEACH CA)

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Licenses & Designations

BOTH

Issued 12/19/1999

Series 66 - Uniform Combined State Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Steven Seltzer.
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