Wickham Financial & Insurance Services
Wickham Financial & Insurance Services is an SEC-registered mass-market adviser in Marietta, GA with $193.0M assets under management (AUM, regulatory AUM), +32% over one year. See who owns Wickham Financial & Insurance Services: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 307299, SEC 801-124758, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $193.0M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Marietta, GA
- Employees
- 4
- Clients
- 308
- CRD
- 307299
- Ownership
- WICKHAM, GRAHAM, STEWART
How much AUM does Wickham Financial & Insurance Services have?
Wickham Financial & Insurance Services reported $193.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Wickham Financial & Insurance Services?
Disclosed owners and executives of Wickham Financial & Insurance Services include WICKHAM, GRAHAM, STEWART. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.