Asset manager
Villafranco Wealth Management
Southwind Associates of NJ Inc. · SEC-registered investment adviser · CRD 110371 · SEC 801-57412
At a glance
Villafranco Wealth Management is an SEC-registered investment adviser based in United States, with $299 million in regulatory assets under management as of its Form ADV filed March 18, 2026. Its largest client group by assets is charitable organizations, and it reports 72 individual clients. By Form ADV it is a asset manager, ranked 1,942nd of 3,218 asset managers and 10,184th of 17,210 SEC-registered advisers by assets.
- Regulatory AUM
- $299M
- Rank among asset managers
- #1,942 of 3,218
- Rank among all SEC RIAs
- #10,184 of 17,210
- Individual clients
- 72
- High-net-worth clients
- 26
- Accounts
- 122
- Discretionary
- 33% of AUM
- Employees
- 4
- Advisory staff
- 1
- Offices
- 1
Owners and executives on its Form ADV
- William S. VillafrancoPresident
- Amanda M. VillafrancoChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Charitable organizations | 2 | $145M | 48% |
| High-net-worth individuals | 26 | $125M | 42% |
| Pooled investment vehicles | 2 | $22M | 7% |
| Individuals | 46 | $7M | 2% |
Private funds
Villafranco Wealth Management reports 2 private funds with $22M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Villafranco Wealth Management answers yes to 3 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Selecting other advisers
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Villafranco Wealth Management
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 928 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Villafranco Wealth Management manage?
Villafranco Wealth Management reports $299 million in regulatory assets under management across 122 accounts, 33% of it on a discretionary basis, on its Form ADV filed March 18, 2026.
What kind of firm is Villafranco Wealth Management?
Villafranco Wealth Management is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Villafranco Wealth Management’s clients?
By assets, its largest client types are charitable organizations ($145 million, 2 clients); high-net-worth individuals ($125 million, 26 clients); pooled investment vehicles ($22 million, 2 clients).
Does Villafranco Wealth Management manage private funds?
Yes. It reports 2 private funds with $22 million in gross assets, including hedge funds.
Does Villafranco Wealth Management have any disciplinary history?
Villafranco Wealth Management answers yes to 3 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Villafranco Wealth Management’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-18), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →