CRD: 289008
Wissahickon Wealth Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-21-2017
- Office Locations
- 1
Office Locations
About Wissahickon Wealth Management LLC
Wissahickon Wealth Management provides comprehensive financial planning and ongoing investment management for families, individuals, and corporate clients. The firm specializes in complex employer equity compensation (ISOs, NQs, RSUs, ESPP), integrating tax-aware planning with continuously monitored, low-cost portfolios across stocks and municipal/corporate bonds. Client assets are custodied at Charles Schwab with online account portal access.
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Owner & Executives
JOSEPH MICHAEL PURCELL
Managing Member, Managing Partner
- CRD
- #5695732
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Julie Ann Purcell
--
- CRD
- #6847784
TONY T TRAN
Senior Vice President
- CRD
- #5684240
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $61,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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