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Wiggin Financial Services

WIGGIN FINANCIAL SERVICES is a state-registered investment adviser in FORT LAUDERDALE, FL. The firm manages approximately $10 million in regulatory assets.

Wiggin Financial Services

WIGGIN FINANCIAL SERVICES is a state-registered investment adviser in FORT LAUDERDALE, FL. The firm manages approximately $10 million in regulatory assets. It has 2 employees and 1 investment adviser.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Fort Lauderdale

Corporate office

Cincinnati, OH, United States

Principals

Robert Wiggin

President

Sector focus

Real EstatePrivate Credit

Frequently asked questions

Who runs investment decisions at Wiggin Financial Services?

Robert Wiggin, the firm's President, oversees all investment decisions. The firm operates with a flat structure typical of single-family offices where the principal makes final calls on acquisitions, lending terms, and asset sales. No external investment committee or advisory board is publicly disclosed.

What does Wiggin Financial Services invest in?

The firm concentrates on direct real estate — primarily multi-family and retail properties in the Midwest and Southeast — and private credit, where it provides bridge loans and mezzanine financing to real estate developers. It does not invest in public equities, venture capital, or fund commitments as part of its known strategy.

How does Wiggin Financial Services source its deals?

Deal flow comes through long-standing regional relationships with real estate brokers, developers, and local banking contacts in its core markets of Ohio and surrounding states. Because the firm can move quickly with all-cash or single-source financing and no committee approvals, it often gets first look at off-market transactions from partners who value certainty of close.

Where does the Wiggin family wealth originate?

The specific source of the Wiggin family wealth is not publicly detailed, but the firm's investment focus and multi-generational presence in Cincinnati point to wealth accumulated through regional real estate ownership and private lending activities over several decades.

Profile maintained by 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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