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WIGGIN FINANCIAL SERVICES
WIGGIN FINANCIAL PLANNING , P.A.
CRD 151596
101 NE 3RD AVENUE, SUITE 1500, FORT LAUDERDALE, FL, 33301, United States
Phone
(954) 390-6191
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$9.5M
Discretionary AUM
$9.5M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $3.5M |
| High net worth individuals | 7 | $6.0M |
All web addresses on file
Official SEC filing: View on IAPD