CRD: 164675
Wickford Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-30-2012
- Office Locations
- 1
Office Locations
About Wickford Wealth Management, LLC
Wickford Wealth Management is an independent, fee-only fiduciary advisor in North Kingstown, RI, led by founder Joseph Kolb. The firm builds customized financial plans and investment portfolios focused on retirement goals for clients across Rhode Island and beyond, emphasizing long-term, personal relationships with a select group. Portfolios are implemented largely with ETFs and public funds, with no commissions.
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Owner & Executives
JOSEPH EVERETT KOLB
Chief Compliance Officer, President, PRINCIPAL
- CRD
- #5557883
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,394,270 | -- |
| Non-Discretionary | $0 | -- |
| Total | $71,394,270 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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