← Back to searchVisit website
WICKHAM FINANCIAL & INSURANCE SERVICES
WICKHAM FINANCIAL GROUP, INC.
CRD 307299 · SEC 801-124758
331 WASHINGTON AVENUE NE, MARIETTA, GA, 30060, United States
Phone
770-424-8711
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$193.0M
Discretionary AUM
$76.8M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 255 | $75.8M |
| High net worth individuals | 53 | $116.0M |
All web addresses on file
Official SEC filing: View on IAPD