BORACCHIA WIVIOTT WEALTH PARTNERS LLC

RIASEC Registered

Total AUM

$10.2M

Discretionary

$10M

98% of AUM

Avg account

$407K

Accounts

Employees

Advisory reps

Firm details

Headquarters: PALM DESERT, California
CRD number: 287877
Custodians: IBKR
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI98.23%
Individuals1.77%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Boracchia Wiviott Wealth Partners LLC is a small, independent registered investment adviser organized as an LLC that delivers fee-based wealth management and planning for individual and family clients. The firm acts as a capital allocator, combining discretionary portfolio management with selection and oversight of third‑party managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and appointing other advisers. The firm also operates as an insurance broker and offers fee arrangements that range from percentage of AUM to hourly, fixed-fee and performance-based structures. ESG investing is not a stated focus.