PICKWICK WEALTH MANAGEMENT

Overview

Pickwick Wealth Management is an independent, individually owned RIA operating as a limited liability company that serves individual and family clients. The firm acts as a capital allocator and combines advisory work—financial planning, portfolio management for individuals and small businesses, and selection of other advisers—with insurance brokerage services. Its fees include a percentage-of-AUM component, hourly charges, and additional fee arrangements. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices