Overview
Assets Under Management: $299 million
High-Net-Worth Clients: 26
Average Client Assets: $4.8 million
Frequently Asked Questions
VILLAFRANCO WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110371), VILLAFRANCO WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
VILLAFRANCO WEALTH MANAGEMENT serves 26 high-net-worth clients according to their SEC filing dated March 18, 2026. View client details ↓
According to their SEC Form ADV, VILLAFRANCO WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
VILLAFRANCO WEALTH MANAGEMENT manages $299 million in client assets according to their SEC filing dated March 18, 2026.
According to their SEC Form ADV, VILLAFRANCO WEALTH MANAGEMENT serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.71%
Average Client Assets: $4.8 million
Total Client Accounts: 122
Discretionary Accounts: 105
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 110371
Filing ID: 2065214
Last Filing Date: 2026-03-18 11:24:27