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Wissahickon Wealth Management LLC
WISSAHICKON WEALTH MANAGEMENT LLC is a state-registered investment adviser in PHILADELPHIA, PA. The firm manages approximately $61 million in assets.
Overview
WISSAHICKON WEALTH MANAGEMENT LLC is a state-registered investment adviser in PHILADELPHIA, PA. The firm manages approximately $61 million in assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Philadelphia
Corporate office
Philadelphia, PA, United States
Sector focus
Frequently asked questions
What investment stages does the firm typically target?
Wissahickon focuses on the lower middle market, with deal sizes between $1 million and $20 million. Its direct activity centers on growth-stage and bridge financing for small and mid-size businesses, as well as mezzanine debt for commercial real estate.
How is the firm regulated?
Wissahickon Wealth Management LLC is a Registered Investment Advisor (RIA) subject to SEC or state securities regulation. It must file Form ADV, which contains disclosures about fees, conflicts of interest, and disciplinary history. A check of that filing can confirm its current registration status (per the SEC Investment Adviser Public Disclosure database).
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