Wickford Wealth Management, LLC

Wickford Wealth Management, LLC (CRD# 164675) is a financial advisory firm headquartered in North Kingstown, RI. They manage $50,243,222 in 182 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
16 West Main Street, North Kingstown, RI 02852
https://www.wickfordwealth.com
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    182
    ACCOUNTS
  • Average Account Value
    $276,062
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, RI

Financial Advisors at Wickford Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph Kolb, financial advisor North Kingstown RI
Joseph E. Kolb
CRD#: 5557883
16 West Main Street, North Kingstown, RI 02852

Joseph Kolb (CRD# 5557883) is an Investment Advisor Representative working at Wickford Wealth Management, LLC in North Kingstown, RI and has over 15 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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