Wickham Financial & Insurance Services is an SEC registered investment adviser organized as a corporation with a primary office location in Marietta, GA. Its latest Form ADV filing, dated March 27, 2026, reports $193M in regulatory assets under management, 4 employees, and 795 accounts.
Assets Under Management
$193M
Employees
4
Offices
--
Total Clients
308
Primary office
MARIETTA, GA
331 WASHINGTON AVENUE NE, MARIETTA, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 82.8% of total clients.
Top client categories% of clientsClients
1
Individuals
82.8%
255
2
HNWI
17.2%
53
Categories with <5 clients
401KS<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$193Mas of March 27, 2026
Discretionary39.8%
$77M
40% of total RAUM39.8%
Non-discretionary60.2%
$116M
60% of total RAUM60.2%
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.
Total AUM$193M
Total Accounts795
10Y AUM Change+$193M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee77:1
10Y Employee Change+1 (+33.3%)
* 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.