Wissahickon Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wissahickon Wealth Management LLC is a small advisory firm that serves individuals, affiliated trusts, charitable organizations and businesses with wealth planning, financial planning, and asset management services. As of March 28, 2024 the firm reported about $51 million in discretionary assets under management and operates with a two-advisor team serving roughly 108 clients.
The firm emphasizes planning around major life transitions—retirement, sale of a business, inheritance, and special-needs planning—beginning with document collection, client interviews, and a written proposal that guides the engagement. Investment management is generally discretionary and tailored to client objectives, with portfolios constructed on a fundamental security-selection bias across equities, bonds, mutual funds and ETFs and a relatively limited number of equity positions to manage concentration risk.
WWM sponsors its own wrap-fee program (the WWM Wrap Program) and acts as the program sponsor and sole portfolio manager, an arrangement that is relatively uncommon for firms of this size and means the firm bundles some transaction costs into a single fee. The brochure also notes that the firm manages assets internally rather than engaging third-party managers, discloses that certain principals are separately licensed insurance agents who may earn commissions, and states it may use margin and short-sales strategies when consistent with client risk tolerances.
Client services
Expertise
Fee options
Financial planning fixed fee starting at $1,000, with higher fees for more complex plans explained prior to engagement
$0 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.90% $5,000,001+: 0.75%
Main office
2929 Arch Street, Suite 1700
Philadelphia PA 19104
Advisors at this office
3
Most active in
Delaware · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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
Quick links
Advisors at this firm
Joseph P
CFP®, Series 66
Philadelphia, PA
Wissahickon Wealth Management LLC
Joseph Purcell is a CFP® with 16 years of experience in the financial services industry. He has worked at Merrill Lynch and Bank of America before joining Wissahickon Wealth Management LLC in 2017. He holds a Series 66 license and is based in Philadelphia, PA. Wissahickon Wealth Management LLC is a small advisory firm serving individuals, affiliated trusts, charitable organizations, and businesses with wealth planning, financial planning, and asset management services. The firm focuses on major life transitions and employs a discretionary, fundamental security-selection approach to portfolio management.
Julie P
Series 65
Philadelphia, PA
Wissahickon Wealth Management LLC
Julie Purcell is a financial advisor at Wissahickon Wealth Management LLC with nine years of industry experience. She holds a Series 65 designation and has worked at Wissahickon Wealth Management since 2017. In addition to her advisory role, she is involved with Vistar Media, a software company, where she manages administrative tasks and event logistics. Wissahickon Wealth Management serves individuals, affiliated trusts, charitable organizations, and businesses, focusing on wealth planning, financial planning, and asset management. The firm emphasizes planning around major life transitions and manages discretionary portfolios tailored to client objectives using a fundamental security-selection approach.
Tony T
Series 63, Series 66
Philadelphia, PA
Wissahickon Wealth Management LLC
Tony Tran is a financial advisor with Wissahickon Wealth Management LLC in Philadelphia, holding Series 63 and Series 66 registrations and 17 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2015 to 2022. Wissahickon Wealth Management LLC serves individuals, trusts, charitable organizations, and businesses with wealth planning, financial planning, and asset management services. The firm focuses on major life transitions and manages portfolios internally with a fundamental security-selection approach, offering discretionary investment management tailored to client objectives.
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