WICKFORD WEALTH MANAGEMENT, LLC

Overview

Wickford Wealth Management, LLC is a small, independent registered investment adviser that serves individual and family clients with a mix of financial planning and discretionary portfolio management. The firm bills on a combination of percentage-of-assets, hourly, and fixed-fee arrangements, and focuses on direct client relationships rather than institutional or pension consulting work. It does not market itself as an ESG investor and is not structured as a multi-state or related adviser. Investment activity is equity-centric: the firm shows a clear preference for exchange-traded equities, using them as the dominant building block across client portfolios. At the same time, Wickford deploys mutual funds and select third‑party hedge funds as complementary exposures, rather than acting as a capital allocator or running its own pooled alternative products. The business model is geared toward individualized portfolio construction for individuals and small businesses, with an emphasis on separately managed accounts and liquid, exchange-listed instruments.

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Public Holdings

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Location & Offices