Villafranco Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$132,122,053
Clients
72
Advisors
1
of 4 employees
About
Villafranco Wealth Management provides personalized investment management to wealthy individuals, high net worth families, trusts, private foundations and internal private investment vehicles, offering both discretionary and non-discretionary portfolio management. The firm also sponsors and advises private pooled investment vehicles and manages two related private funds that it may recommend to clients.
The firm customizes portfolios using model allocations and fundamental analysis and primarily invests in mutual funds, ETFs and equities while also recommending third‑party managers and private funds. A substantial portion of client assets are managed on a non‑discretionary basis and the firm may employ strategies that include leverage and borrowing in separately managed accounts.
What distinguishes the firm from many peers is its relatively large asset base per advisor (approximately $299 million under management for the firm) and its active role as a fund sponsor, private fund adviser and fund‑of‑fund manager, including related‑party fund investments and allocations. The firm has a reported disclosure event — a 2017 SEC settlement addressing books and records, custody and policies — which it discloses and addresses through ongoing disclosures, audits for funds, and other control practices.
Client services
Expertise
Occupation focus
Fee options
0.28% to 1.50% annually (negotiable range)
Performance fees charged by Related Funds only; typical performance allocation ranges from 10% to 15% of net gains as described in fund offering documents
Main office
Cresskill NJ
Advisors at this office
1
Most active in
California · Connecticut · Florida · New Jersey · New York · Texas
Also doing business as
Southwind Associates Of Nj Inc. · Villafranco Wealth Management
Disclosures
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Business activities & affiliations
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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