# Womack Wealth

> Financial planning and investment management app for clients to view accounts and contact advisors. (iPhone/iPad app by Womack Wealth Management, Incorporated.)

- Source: https://appshunter.io/ios/app/womack-wealth/id1455399319 (this page in markdown: same URL + `.md`)
- Developer: [Womack Wealth Management, Incorporated](https://appshunter.io/developer/1455399318)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 13.4 · 41 MB
- Languages: English
- Released: 2019-03-09
- Data updated: 2026-06-24
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/womack-wealth/id1455399319/reviews.md

## What is Womack Wealth?

Womack Wealth Management is a Registered Investment Advisor. Our advisors work closely with clients to design and implement coordinated growth strategies involving comprehensive financial planning, estate and tax planning advice, risk management/insurance planning, and investment management in a holistic 'family office'- style team structure. This Mobile App allows clients to view account information, balances and easily contact your advisor.

## Key features

- View account information
- Check balances
- Contact advisor
- Financial planning
- Estate and tax planning
- Investment management


## Frequently asked questions about Womack Wealth

### What is Womack Wealth?

Womack Wealth is a Registered Investment Advisor that offers comprehensive financial planning, estate and tax planning, risk management, and investment management services. The mobile app allows clients to access their account information and connect with their advisor.

### Is Womack Wealth free to use?

Yes, the Womack Wealth app is available for free download and use. It is designed to provide clients with convenient access to their financial data and advisor communication.

### What devices does Womack Wealth support?

Womack Wealth is available on iPhone, iPad, and iPod devices. It is designed to offer a seamless experience across Apple's mobile ecosystem.

### How secure is Womack Wealth?

As a Registered Investment Advisor, Womack Wealth prioritizes the security of client data. The app is designed to provide secure access to account information and facilitate communication with advisors.

### When was Womack Wealth last updated?

The latest version of Womack Wealth, 5.17.0, was last updated on January 27, 2025. This indicates regular updates to ensure functionality and security.

### What is the user rating for Womack Wealth?

Womack Wealth has a perfect rating of 5.0 stars based on 1 review. This suggests a highly positive initial user experience.

### Does Womack Wealth have ads?

No, Womack Wealth does not contain advertisements. The app is focused on providing a clean and uninterrupted experience for its clients.

## Version history (last 5 releases)

### 5.17.0 — 2025-01-27

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-07

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.13.3 — 2024-08-27

- Bug fixes
- Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app
- Clients will now have the same experience in mobile as the web client portal
- Custom built video statements within the Document Vault are now accessible via mobile app
- Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions

### 5.9.0 — 2024-04-11

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.6.2 — 2023-11-28

- Bug fixes

- User experience improvements

- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-24.*