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Wilbert Guilford, CFP, PLLC
Wilbert Guilford, CFP, PLLC is a single-family office and RIA providing financial planning and investment management.
Wilbert Guilford, CFP, PLLC
Wilbert Guilford, CFP, PLLC was founded by Wilbert Guilford, a Certified Financial Planner whose practice centers on tailored financial advice for high-net-worth individuals and families. The firm operates as a limited liability company, blending tax, estate, and investment planning under one roof. Wealth origin details are not disclosed, but the CFP credential signals a fiduciary commitment to client interests. The firm's investment strategy emphasizes direct management of client portfolios with an asset-class mix that likely includes equities, fixed income, and alternative investments. No specific deals or portfolio companies are publicly known, reflecting a focus on private client management rather than institutional fund structures. Geographic reach appears concentrated within the United States. Team size and additional office locations remain unspecified. The firm likely maintains a small, lean operation centered on the founding principal. The most recent observable operational event is the firm's registration as an investment advisor, which establishes its legal and regulatory foundation. A structural differentiator is the explicit CFP designation integrated into the firm's name, signaling a commitment to comprehensive financial planning standards. The PLLC structure also implies a professional liability shield common among advisory practices, distinguishing it from corporate asset managers and ensuring personal accountability.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
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Country
—
City
—
Corporate office
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Principals
Wilbert Guilford
Owner and Certified Financial Planner
Sector focus
Frequently asked questions
Who runs investment decisions at Wilbert Guilford, CFP, PLLC?
Wilbert Guilford, the named principal, oversees investment decisions as the owner and CFP. His credential confirms expertise in fiduciary planning and asset allocation (public record).
How does Wilbert Guilford, CFP, PLLC source proprietary deal flow?
As a single-family office, deal flow likely comes through personal networks and advisory relationships. No public data exists on proprietary sourcing.
Is Wilbert Guilford, CFP, PLLC structured as a single family office or does it operate more like an RIA?
The firm is organized as a PLLC (Professional Limited Liability Company) and registered as an RIA, which suggests it operates as a regulated financial advisor. Its single-family-office posture implies it serves a concentrated client base.
What investment stages does the firm typically target?
No public information is available on target stages. The firm likely focuses on liquid assets and direct holdings appropriate for individual client portfolios.
Which sectors does Wilbert Guilford, CFP, PLLC explicitly avoid?
There is no disclosed avoidance list. A typical RIA of this profile may avoid highly speculative or illiquid investments unless specified by client preference.
Where does the underlying wealth come from?
The source of wealth is not publicly disclosed. The firm's client base likely includes high-net-worth individuals from diverse backgrounds.
Does the firm maintain philanthropic structures, and how are they separated?
No information is available on philanthropic structures. The firm's separation between planning and advisory roles is standard for RIAs.
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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