Boracchia Wiviott Wealth Partners LLC
Boracchia Wiviott Wealth Partners LLC (CRD# 287877) is a financial advisory firm headquartered in Palm Desert, CA. They manage $21,000,000 in 25 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Boracchia Wiviott Wealth Partners LLC
By the Numbers
-
Total Assets Under Management21MILLION
-
Total Number of Accounts25ACCOUNTS
-
Average Account Value$840,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Boracchia Wiviott Wealth Partners LLC
1
Marc Boracchia (CRD# 6233887) is an Investment Advisor Representative working at Boracchia Wiviott Wealth Partners LLC in Palm Desert, CA and has over 9 years of experience in the finance industry.
2
Lea Wiviott Boracchia (CRD# 6232177) is an Investment Advisor Representative working at Boracchia Wiviott Wealth Partners LLC in Palm Desert, CA and has over 10 years of experience in the finance industry.
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