Be advised. This firm is no longer registered.

Wiiken & Gorman LLC

Wiiken & Gorman LLC (CRD# 111699) is a financial advisory firm headquartered in Petaluma, CA. They manage $282,000,000 in 860 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
775 Baywood Drive, Suite 306, Petaluma, CA 94954
By the Numbers
  • Total Assets Under Management
    282
    MILLION
  • Total Number of Accounts
    860
    ACCOUNTS
  • Average Account Value
    $327,907
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Wiiken & Gorman LLC
No Advisor Found.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals