WICKHAM FINANCIAL GROUP, INC.
Legal name: WICKHAM FINANCIAL & INSURANCE SERVICES
CRD #307299 SEC #801-124758 MARIETTA, GA 770-424-8711
SEC Registered
Total AUM
$145.8M
Discretionary
$34.7M
Employees
4
Clients
0
Accounts
722
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $145.8M | $34.7M | $111.1M | 4 | 0 |
| Nov 2024 | $144.4M | $6.5M | $137.9M | 4 | 0 |
| Jun 2024 | $144.4M | $6.5M | $137.9M | 4 | 0 |
| Mar 2024 | $144.4M | $6.5M | $137.9M | 4 | 0 |
| Sep 2023 | $125M | $153.9K | $124.8M | 3 | 0 |
| Feb 2023 | $125M | $153.9K | $124.8M | 3 | 0 |
| Nov 2022 | $133.7M | $0 | $133.7M | 3 | 0 |
| Mar 2022 | $133.7M | $0 | $133.7M | 3 | 0 |
| May 2020 | $76.3M | $0 | $76.3M | 3 | 0 |
| May 2020 | $0 | $0 | $0 | 3 | 0 |
| Mar 2020 | $0 | $0 | $0 | 3 | 0 |
| Feb 2020 | $0 | $0 | $0 | 3 | 0 |
| Jan 2020 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$145.8M
Discretionary$34.7M
Non-Disc.$111.1M
Employees4
Clients0
DateNov 2024
Total AUM$144.4M
Discretionary$6.5M
Non-Disc.$137.9M
Employees4
Clients0
DateJun 2024
Total AUM$144.4M
Discretionary$6.5M
Non-Disc.$137.9M
Employees4
Clients0
DateMar 2024
Total AUM$144.4M
Discretionary$6.5M
Non-Disc.$137.9M
Employees4
Clients0
DateSep 2023
Total AUM$125M
Discretionary$153.9K
Non-Disc.$124.8M
Employees3
Clients0
DateFeb 2023
Total AUM$125M
Discretionary$153.9K
Non-Disc.$124.8M
Employees3
Clients0
DateNov 2022
Total AUM$133.7M
Discretionary$0
Non-Disc.$133.7M
Employees3
Clients0
DateMar 2022
Total AUM$133.7M
Discretionary$0
Non-Disc.$133.7M
Employees3
Clients0
DateMay 2020
Total AUM$76.3M
Discretionary$0
Non-Disc.$76.3M
Employees3
Clients0
DateMay 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0