Wickford Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$71,394,270
Clients
69
43% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
69
Very HighAverage account size
$1,034,700
About
Wickford Wealth Management provides discretionary investment management, financial planning and consulting to individual and high‑net‑worth clients. As of December 31, 2025 the firm reported managing about $71.4 million across 69 client relationships and operates under a disclosed fiduciary framework.
The firm implements a core‑and‑satellite approach spanning seven asset classes, typically using low‑cost mutual funds and ETFs while supplementing with individual stocks, bonds or retained legacy positions when appropriate. Its investment process blends fundamental and technical analysis, is primarily long‑term oriented but applies tactical shifts to equity and fixed‑income weightings to manage risk and seek incremental outperformance.
Distinctive operational features include an institutional custody arrangement (disclosed relationship with Schwab) that provides software, trading and back‑office support and also generates economic benefits the firm discloses as a potential conflict of interest; the firm otherwise describes itself as fee‑only. The firm permits personal trading by supervised persons under written policies, does not accept proxy‑voting responsibility for client securities, and offers standalone financial planning engagements separate from ongoing asset management.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Passive / index investing
Active portfolio management
Fee options
Negotiable fixed fees for financial planning services based on expected hours and engagement duration.
$0 - $1,000,000: 0.75% annually $1,000,001 - $2,000,000: 0.50% annually $2,000,001+: 0.25% annually
Up to $300 per hour for financial planning services.
Account minimum: $250,000 Fee-only: Investment advisory fees based on assets under management; no commissions received; fee-only advisory firm.
Main office location
Wickford Wealth Management, LLC
16 West Main Street
North Kingstown RI 02852, United States
Number of offices
1
Most active in
Wickford Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts · Rhode Island
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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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.
Forms ADV
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