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4208 Overland Avenue, Culver City, CA 90230 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-29 |
| NY | RA | APPROVED | 2025-03-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wolman Wealth Management | Los Angeles | CA | 10/1995 | Present |
I DO BUSINESS MANAGEMENT PRIMARILY FOR PEOPLE IN THE ENTERTAINMENT BUSINESS. THIS SERVICE IS ALSO PROVIDED AS PRESIDENT OF WOLMAN WEALTH MANAGEMENT. INVESTMENT ADVISORY SERVICES IS OFFERED AS PART OF THE PACKAGE OF SERVICES CLIENTS AVAIL THEMSELVES OF IN THE COURSE OF THEIR ENGAGEMENT WITH ME. I DEVOTE APPROXIMATELY 20% OF MY TIME TO INVESTMENT ADVISORY SERVICES AND THE REST OF THE TIME TO BUSINESS MANAGEMENT SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-12 |
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