WICKFORD WEALTH MANAGEMENT, LLC

WICKFORD WEALTH MANAGEMENT, LLC of NORTH KINGSTOWN, RI is an SEC-registered investment adviser (CRD 164675). Regulatory assets under management: $71.4M.

Registration

• CRD: 164675
• Type: Registered investment adviser
• Location: 16 WEST MAIN STREET, NORTH KINGSTOWN, RI, 02852
• Phone: (401) 273-7300
• Latest filing: 2026-03-04
• Regulatory AUM: $71.4M
• Discretionary AUM: $71.4M
• Clients: 1
• Accounts: 209

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 164675 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search