WHICHARD ROACH FINANCIAL

WHICHARD ROACH FINANCIAL of GREENSBORO, NC is an SEC-registered investment adviser (CRD 334854). Regulatory assets under management: $26.5M.

Registration

• CRD: 334854
• Type: Registered investment adviser
• Location: 2721 HORSE PEN CREEK ROAD,, GREENSBORO, NC, 27410
• Phone: 336-272-0181
• Latest filing: 2026-04-08
• Regulatory AUM: $26.5M
• Discretionary AUM: $26.5M
• Clients: 2
• Accounts: 207

Business model

Compensation: % of AUM, Other.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334854 on SEC IAPD (source of record)
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