CRD: 287877
Boracchia Wiviott Wealth Partners LLC
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-06-2017
- Office Locations
- 1
Office Locations
About Boracchia Wiviott Wealth Partners LLC
Boracchia Wiviott Wealth Partners is an independent, fee-only California RIA providing customized wealth management and financial planning with a family-office style approach for affluent families and business owners. The firm pairs real estate brokerage expertise with portfolio construction that commonly uses ETFs and taxable fixed income. Founder/CEO Lea Boracchia Wiviott is the only woman to found both an RIA and a real estate brokerage; the team serves clients nationwide and custodies through Interactive Brokers.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
MARC ALEXANDER BORACCHIA
Managing Member
- CRD
- #6233887
- Ownership
- 50% but less than 75%
LEA L WIVIOTT BORACCHIA
Chief Compliance Officer, Managing Member
- CRD
- #6232177
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $138,068 | -- |
| Non-Discretionary | $9,000 | -- |
| Total | $147,068 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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