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WICKFORD WEALTH MANAGEMENT, LLC
CRD 164675
16 WEST MAIN STREET, NORTH KINGSTOWN, RI, 02852, United States
Phone
(401) 273-7300
Fax
(401) 273-7300
Registration
— (—)
Source
State registered
Total AUM
$71.4M
Discretionary AUM
$71.4M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 39 | $15.9M |
| High net worth individuals | 30 | $55.5M |
All web addresses on file
Official SEC filing: View on IAPD