Boracchia Wiviott Wealth Partners LLC

Overview

Boracchia Wiviott Wealth Partners LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients and offers a mix of financial planning and portfolio management services for individuals, small businesses and institutional/business clients, as well as consulting related to pensions. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. Outside of advisory work, the firm also operates in real estate brokerage and insurance brokerage. The adviser is not identified as an active ESG investor and is not flagged as a multi-state or newly formed adviser in the available data. Investment decision-making does not appear to be described as a separate capital allocator function in the source material.

Assets & Accounts

Public Holdings

Investments & Alternatives