Villafranco Wealth Management is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 18, 2026, reports $299M in regulatory assets under management, 4 employees, and 122 accounts.
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.5% of total clients.
Top client categories% of clientsClients
1
Individuals
60.5%
46
2
HNWI
34.2%
26
3
Pooled Investment Vehicles
2.6%
2
4
Charitable
2.6%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$299Mas of March 18, 2026
Discretionary33.0%
$99M
33% of total RAUM33.0%
Non-discretionary67.0%
$200M
67% of total RAUM67.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$299M
Total Accounts122
10Y AUM Change+$27M (+10.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee19:1
10Y Employee Change-1 (-20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.