A complete list of active advisors currently associated with Wissahickon Wealth Management LLC

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

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.

To learn more about the advisors currently working at Wissahickon Wealth Management LLC, 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.