Overview
Assets Under Management: $193 million
Headquarters: MARIETTA, GA
High-Net-Worth Clients: 53
Average Client Assets: $2.2 million
Frequently Asked Questions
WICKHAM FINANCIAL & INSURANCE SERVICES 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 #307299), WICKHAM FINANCIAL & INSURANCE SERVICES is subject to fiduciary duty under federal law.
WICKHAM FINANCIAL & INSURANCE SERVICES is headquartered in MARIETTA, GA.
WICKHAM FINANCIAL & INSURANCE SERVICES serves 53 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, WICKHAM FINANCIAL & INSURANCE SERVICES offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
WICKHAM FINANCIAL & INSURANCE SERVICES manages $193 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, WICKHAM FINANCIAL & INSURANCE SERVICES serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.11%
Average Client Assets: $2.2 million
Total Client Accounts: 795
Discretionary Accounts: 207
Non-Discretionary Accounts: 588
Regulatory Filings
CRD Number: 307299
Filing ID: 2073977
Last Filing Date: 2026-03-27 10:28:38