# BORACCHIA WIVIOTT WEALTH PARTNERS LLC

BORACCHIA WIVIOTT WEALTH PARTNERS LLC of PALM DESERT, CA is an SEC-registered investment adviser.

## Registration

- CRD: 287877
- Type: SEC-registered investment adviser
- Location: 74710 HIGHWAY 111, PALM DESERT, CA, 92260
- Phone: 4246258943
- Latest filing: 2026-07-20
- Regulatory AUM: $147K
- Discretionary AUM: $138K
- Non-discretionary AUM: $9K
- Clients: 2
- Accounts: 3

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/287877/brochure
- Similar advisers: https://search.stillhousedata.com/firm/287877/similar
- Related entities: https://search.stillhousedata.com/firm/287877/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/287877

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.