President · Villafranco Wealth Management
William S. Villafranco
CRD 2190885 · Named on Form ADV at one SEC-registered adviser
At a glance
Villafranco Wealth Management, an SEC-registered asset manager with $299 million in regulatory assets, lists William S. Villafranco on its Form ADV as President, a control person.
Firms and roles
- Villafranco Wealth ManagementPresidentAsset manager · United States · $299M in regulatory assets
AtlasMembers
William’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Amanda M. VillafrancoChief Compliance Officer, Villafranco Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.