Wickford Wealth Management, LLC
Wickford Wealth Management, LLC (CRD# 164675) is a financial advisory firm headquartered in North Kingstown, RI. They manage $50,243,222 in 182 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Wickford Wealth Management, LLC
By the Numbers
-
Total Assets Under Management50MILLION
-
Total Number of Accounts182ACCOUNTS
-
Average Account Value$276,062
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, RI
Financial Advisors at Wickford Wealth Management, LLC
1
Joseph Kolb (CRD# 5557883) is an Investment Advisor Representative working at Wickford Wealth Management, LLC in North Kingstown, RI and has over 15 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.