W
$26.5M Total AUM
$26.5M Disc. AUM
-- 3Y CAGR
2 Employees
207 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-13-2025
- Office Locations
- 1
Office Locations
2721 Horse PEN Creek Road, Suite 103 Greensboro NC
About Whichard Roach Financial
Whichard Roach Financial is a Greensboro-based RIA. The firm has been operating for 1 years. Managing $26.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
58 AVG AGE
$26.5M AVG AUM / ADVISOR
$128.0K AVG AUM / CLIENT
1.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
W
WILLIAM JAMES ROACH
President, Wealth Manager
- CRD
- #1958205
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,498,301 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,498,301 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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