Villafranco Wealth Management

Overview

Villafranco Wealth Management is an independent registered investment adviser organized as a corporation and operating primarily on a fee‑based model (percentage of AUM). The firm describes itself as a capital allocator for both individual & family and institutional clients, providing financial planning, discretionary and non‑discretionary portfolio management, oversight of pooled investment vehicles, and selection of outside managers. Villafranco is not an active ESG investor and is not registered as a multi‑state adviser. Investment activity centers on liquid, listed securities and concentrated use of separately managed account (SMA) structures. The firm also sponsors and acts as general partner/managing member for pooled vehicles, which indicates it runs or controls boutique private investment vehicles in addition to allocating to third‑party managers. Given the presence of both discretionary and non‑discretionary mandates, Villafranco blends model/SMA management with client‑directed solutions and advisory oversight of outside advisers when appropriate. Manager allocation interest includes external alternative managers for private equity and hedge funds, while more traditional sleeves rely on exchange‑traded instruments and mutual funds. The mix suggests a core equity orientation supplemented by alternative sleeves and pooled products that the firm either sponsors or selects for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices