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
74710 Highway 111, Ste 102, Palm Desert, CA 92260
https://www.financialplans.info
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Boracchia Wiviott Wealth Partners LLC
Showing 1 - 2 of 2 top financial advisors.
1
Marc Boracchia, financial advisor Palm Desert CA
Marc A. Boracchia
CRD#: 6233887
74710 Highway 111, Ste 102, Palm Desert, CA 92260

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, financial advisor Palm Desert CA
Lea L. Wiviott Boracchia
CRD#: 6232177
74710 Highway 111, Ste 102, Palm Desert, CA 92260

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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