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Wickford Wealth Management, LLC
Wickford Wealth Management, LLC is a registered investment advisor (RIA) that offers portfolio management for individuals, families, and institutions.
Wickford Wealth Management, LLC
Wickford Wealth Management, LLC is a registered investment advisor (RIA) that offers portfolio management for individuals, families, and institutions. The firm's structure as a limited liability company positions it to serve as a multi-family office, though specific founding details or principal names are not publicly available. Wealth-origin context for clients is not disclosed by the firm. The strategy involves discretionary and non-discretionary advisory services, with portfolio construction typically across equities, fixed income, and cash equivalents. Public record does not document any specific portfolio companies, co-investors, or direct deal participation. Geographic footprint appears domestic, focused on the United States. The firm does not publicly disclose team size, additional offices, or adjacent vehicles. No verifiable operational events from the last 24 months are recorded in public sources. The firm's public presence is limited to its RIA registration and minimal marketing. Wickford operates under the standard regulatory framework for RIAs, with a fiduciary duty to clients. Its structural differentiator is the registered multi-family office status, which imposes disclosure and reporting requirements beyond those of a single-family office. No succession planning or governance details are publicly available.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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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.
Is Wickford a single-family office or a multi-family office?
Wickford operates as a multi-family office registered as an RIA with the SEC. Its client base includes multiple families, individuals, and institutions, which distinguishes it from a single-family office that serves one concentrated wealth source.
Does Wickford make direct investments or only fund allocations?
Public filings indicate the firm's primary advisory services are discretionary and non-discretionary portfolio management. There is no publicly documented evidence of direct private equity or venture capital investment activity. Its focus appears to be on traditional public market allocations.
Where is the underlying wealth of Wickford clients derived from?
The firm does not disclose the wealth origin of its clients. As a multi-family office, client backgrounds are private. No industry-specific wealth sources have been publicly linked to the firm.
What investment stages does Wickford focus on?
Based on its RIA registration, Wickford's investment approach targets liquid public markets, typically equities and fixed income. There is no public evidence of venture-stage or growth-equity investing. The firm's strategy appears conservative, emphasizing capital preservation and steady returns.
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.
Does Wickford have any philanthropic structures or affiliated entities?
No philanthropic foundations, donor-advised funds, or affiliated charitable entities are publicly linked to Wickford Wealth Management. The firm's structure appears limited to its RIA operations without disclosed adjacent vehicles.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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