A complete list of active advisors currently associated with Villafranco Wealth Management

Warmer can help you find a great advisor at Villafranco Wealth Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Villafranco Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.