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Wickford Wealth Management, LLC
Wickford Wealth Management, LLC is a state-registered investment adviser in North Kingstown, RI. The firm manages approximately $71 million in regulatory...
Overview
Wickford Wealth Management, LLC is a state-registered investment adviser in North Kingstown, RI. The firm manages approximately $71 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
Who leads investment decisions at Wickford Wealth Management?
The firm's public RIA filings do not name specific principals or investment committee members. Investment decisions are made by registered advisors within the organization, per the firm's ADV filing. No public profiles of portfolio managers are available.
How is Wickford's advisory fee structure disclosed?
As a registered RIA, Wickford's fee structure is defined in its Form ADV, which is publicly accessible through the SEC's database. Typical RIAs charge a percentage of assets under management, though specific rates for Wickford are not publicly summarized outside filings.
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