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)
| Name | Role | Location |
|---|
| Graham Stewart Wickham | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| WICKHAM GRAHAM STEWART | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
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