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Womack & Associates, LLC

Financial planning in Huntsville, AL

State registeredNo commissions reported

Call (256) 534-1360Send a messageMap ↗

Public-record details

Address
4650 Whitesburg Drive S, Suite 101, Huntsville, AL 35802
Phone
(256) 534-1360
Listed under
Financial planning, Hourly fees
CRD number
136215
Registration
State registered: AL
Compensation (Form ADV 5.E)
Hourly charges; Other (Retainer Fees)
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Educational seminars/workshops
Clients reported (Form ADV 5.D)
Fewer than 5
Employees
11
Other business activities (Form ADV 6.A)
Also active as: accountant or accounting firm
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-05-21

State registered (AL) investment adviser, CRD 136215, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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