WILLCOX WEALTH MANAGEMENT
Firm details
- Headquarters
- ,
- CRD number
- 335728
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals60.74%
- HNWI39.26%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Willcox Wealth Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Its billing is a mix of percentage-of-assets and flat fees. The firm is identified as a capital allocator, is not a multi-state adviser, does not report active ESG investing, and does not describe itself as newly formed.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds72%
- Exchange Traded Equities18%
- Cash & Cash Equivalents10%
Contacts
1 of 1Cameron Willcox
Founder, Lead AdvisorCRD 7174888
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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