SOUTHWIND ASSOCIATES OF NJ INC.
Legal name: VILLAFRANCO WEALTH MANAGEMENT
CRD #110371 SEC #801-57412 2013761507
SEC Registered Private Funds Disclosures
Total AUM
$283.5M
Discretionary
$90.2M
Employees
5
Clients
10
Accounts
138
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $283.5M | $90.2M | $193.3M | 5 | 0 |
| Mar 2024 | $257M | $82.5M | $174.5M | 5 | 0 |
| Nov 2023 | $231.3M | $74M | $157.2M | 5 | 4 |
| Mar 2023 | $231.3M | $74M | $157.2M | 5 | 4 |
| Mar 2022 | $285.3M | $124.7M | $160.5M | 6 | 4 |
| Apr 2021 | $273.7M | $83.8M | $189.9M | 5 | 4 |
| Mar 2021 | $273.7M | $83.8M | $189.9M | 5 | 4 |
| Jun 2020 | $251.7M | $91.9M | $159.7M | 5 | 4 |
| Jun 2020 | $251.7M | $91.9M | $159.7M | 5 | 4 |
| Mar 2020 | $251.7M | $91.9M | $159.7M | 5 | 4 |
| Jan 2020 | $233.5M | $103.5M | $130M | 5 | 3 |
| Mar 2019 | $233.5M | $103.5M | $130M | 5 | 3 |
| Sep 2018 | $272M | $138M | $134M | 5 | 0 |
| Mar 2018 | $272M | $138M | $134M | 5 | 0 |
| Jan 2018 | $272M | $139M | $133M | 5 | 0 |
| Aug 2017 | $272M | $139M | $133M | 5 | 26 |
| Mar 2017 | $272M | $139M | $133M | 5 | 26 |
| Mar 2016 | $240M | $100M | $140M | 8 | 26 |
| May 2015 | $287M | $287M | $0 | 8 | 26 |
| Mar 2015 | $287M | $287M | $0 | 8 | 26 |
| Apr 2014 | $221.2M | $221.2M | $0 | 6 | 26 |
| Oct 2013 | $195.6M | $195.6M | $0 | 6 | 26 |
| Mar 2013 | $195.6M | $195.6M | $0 | 6 | 26 |
| Jan 2013 | $220M | $220M | $0 | 8 | 26 |
| Aug 2012 | $220M | $220M | $0 | 6 | 26 |
| Mar 2012 | $220M | $220M | $0 | 6 | 26 |
| Nov 2011 | $225M | $225M | $0 | 10 | -- |
| Jul 2011 | $225M | $225M | $0 | 10 | -- |
| Mar 2011 | $225M | $225M | $0 | 10 | -- |
| Mar 2010 | $320M | $320M | $0 | 10 | -- |
| Mar 2009 | $301M | $301M | $0 | 10 | -- |
| Mar 2008 | $373M | $373M | $0 | 10 | -- |
| Mar 2007 | $360M | $360M | $0 | 10 | -- |
| Feb 2006 | $95M | $95M | $0 | 10 | -- |
| Jun 2005 | $89M | $89M | $0 | 10 | -- |
| Dec 2004 | $84M | $84M | $0 | 10 | -- |
| Jun 2004 | $84M | $84M | $0 | 10 | -- |
| May 2004 | $84M | $84M | $0 | 10 | -- |
| May 2001 | $275M | $75M | $200M | 5 | -- |
DateMar 2025
Total AUM$283.5M
Discretionary$90.2M
Non-Disc.$193.3M
Employees5
Clients0
DateMar 2024
Total AUM$257M
Discretionary$82.5M
Non-Disc.$174.5M
Employees5
Clients0
DateNov 2023
Total AUM$231.3M
Discretionary$74M
Non-Disc.$157.2M
Employees5
Clients4
DateMar 2023
Total AUM$231.3M
Discretionary$74M
Non-Disc.$157.2M
Employees5
Clients4
DateMar 2022
Total AUM$285.3M
Discretionary$124.7M
Non-Disc.$160.5M
Employees6
Clients4
DateApr 2021
Total AUM$273.7M
Discretionary$83.8M
Non-Disc.$189.9M
Employees5
Clients4
DateMar 2021
Total AUM$273.7M
Discretionary$83.8M
Non-Disc.$189.9M
Employees5
Clients4
DateJun 2020
Total AUM$251.7M
Discretionary$91.9M
Non-Disc.$159.7M
Employees5
Clients4
DateJun 2020
Total AUM$251.7M
Discretionary$91.9M
Non-Disc.$159.7M
Employees5
Clients4
DateMar 2020
Total AUM$251.7M
Discretionary$91.9M
Non-Disc.$159.7M
Employees5
Clients4
DateJan 2020
Total AUM$233.5M
Discretionary$103.5M
Non-Disc.$130M
Employees5
Clients3
DateMar 2019
Total AUM$233.5M
Discretionary$103.5M
Non-Disc.$130M
Employees5
Clients3
DateSep 2018
Total AUM$272M
Discretionary$138M
Non-Disc.$134M
Employees5
Clients0
DateMar 2018
Total AUM$272M
Discretionary$138M
Non-Disc.$134M
Employees5
Clients0
DateJan 2018
Total AUM$272M
Discretionary$139M
Non-Disc.$133M
Employees5
Clients0
DateAug 2017
Total AUM$272M
Discretionary$139M
Non-Disc.$133M
Employees5
Clients26
DateMar 2017
Total AUM$272M
Discretionary$139M
Non-Disc.$133M
Employees5
Clients26
DateMar 2016
Total AUM$240M
Discretionary$100M
Non-Disc.$140M
Employees8
Clients26
DateMay 2015
Total AUM$287M
Discretionary$287M
Non-Disc.$0
Employees8
Clients26
DateMar 2015
Total AUM$287M
Discretionary$287M
Non-Disc.$0
Employees8
Clients26
DateApr 2014
Total AUM$221.2M
Discretionary$221.2M
Non-Disc.$0
Employees6
Clients26
DateOct 2013
Total AUM$195.6M
Discretionary$195.6M
Non-Disc.$0
Employees6
Clients26
DateMar 2013
Total AUM$195.6M
Discretionary$195.6M
Non-Disc.$0
Employees6
Clients26
DateJan 2013
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees8
Clients26
DateAug 2012
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees6
Clients26
DateMar 2012
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees6
Clients26
DateNov 2011
Total AUM$225M
Discretionary$225M
Non-Disc.$0
Employees10
Clients--
DateJul 2011
Total AUM$225M
Discretionary$225M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$225M
Discretionary$225M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$320M
Discretionary$320M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$301M
Discretionary$301M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$373M
Discretionary$373M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$360M
Discretionary$360M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$95M
Discretionary$95M
Non-Disc.$0
Employees10
Clients--
DateJun 2005
Total AUM$89M
Discretionary$89M
Non-Disc.$0
Employees10
Clients--
DateDec 2004
Total AUM$84M
Discretionary$84M
Non-Disc.$0
Employees10
Clients--
DateJun 2004
Total AUM$84M
Discretionary$84M
Non-Disc.$0
Employees10
Clients--
DateMay 2004
Total AUM$84M
Discretionary$84M
Non-Disc.$0
Employees10
Clients--
DateMay 2001
Total AUM$275M
Discretionary$75M
Non-Disc.$200M
Employees5
Clients--