WICKHAM FINANCIAL GROUP, INC.

WICKHAM FINANCIAL GROUP, INC. of MARIETTA, GA is an SEC-registered investment adviser (CRD 307299). Regulatory assets under management: $193.0M.

Registration

• CRD: 307299
• SEC file number: 801-124758
• Type: Registered investment adviser
• Location: 331 WASHINGTON AVENUE NE, MARIETTA, GA, 30060
• Phone: 770-424-8711
• Latest filing: 2026-03-27
• Regulatory AUM: $193.0M
• Discretionary AUM: $76.8M
• Non-discretionary AUM: $116.1M
• Clients: 4
• Accounts: 795

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 307299 on SEC IAPD (source of record)
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