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).

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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Wiiken & Gorman LLC
No Advisor Found.
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