WILLCOX WEALTH MANAGEMENT

WILLCOX WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 335728). Regulatory assets under management: $3.3M.

Registration

• CRD: 335728
• Type: Registered investment adviser
• Phone: 978-888-3012
• Latest filing: 2026-05-13
• Regulatory AUM: $3.3M
• Discretionary AUM: $3.3M
• Clients: 1
• Accounts: 18

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, 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 335728 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search