Villafranco Wealth Management
Villafranco Wealth Management is an SEC-registered wealth manager with $299.1M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Villafranco Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110371, SEC 801-57412, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $299.1M (2026-03-18)
- Firm type
- Wealth Manager
- Employees
- 4
- Clients
- 76
- CRD
- 110371
- Ownership
- LAPERUTA, ANTHONY, J.; VILLAFRANCO, WILLIAM, SCOTT; DURKIN, ANTHONY, ANGELO; DELPOZZO, MICHAEL, DONLAN; MULLEN, CORI, ALYSE
How much AUM does Villafranco Wealth Management have?
Villafranco Wealth Management reported $299.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Villafranco Wealth Management?
Disclosed owners and executives of Villafranco Wealth Management include LAPERUTA, ANTHONY, J., VILLAFRANCO, WILLIAM, SCOTT, DURKIN, ANTHONY, ANGELO, DELPOZZO, MICHAEL, DONLAN, MULLEN, CORI, ALYSE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.