V
Villafranco Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$132,122,053
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
72
36% high-net worth
Advisors
1
of 4 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
72
HighAverage account size
$1,835,029
About
Villafranco Wealth Management provides personalized investment management to wealthy individuals, high net worth families, trusts, private foundations and internal private investment vehicles, offering both discretionary and non-discretionary portfolio management. The firm also sponsors and advises private pooled investment vehicles and manages two related private funds that it may recommend to clients.
The firm customizes portfolios using model allocations and fundamental analysis and primarily invests in mutual funds, ETFs and equities while also recommending third‑party managers and private funds. A substantial portion of client assets are managed on a non‑discretionary basis and the firm may employ strategies that include leverage and borrowing in separately managed accounts.
What distinguishes the firm from many peers is its relatively large asset base per advisor (approximately $299 million under management for the firm) and its active role as a fund sponsor, private fund adviser and fund‑of‑fund manager, including related‑party fund investments and allocations. The firm has a reported disclosure event — a 2017 SEC settlement addressing books and records, custody and policies — which it discloses and addresses through ongoing disclosures, audits for funds, and other control practices.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Private / alternative investments
Concentrated stock management
Active portfolio management
Occupation focus
Founder/Business Owner
Fee options
0.28% to 1.50% annually (negotiable range)
Performance fees charged by Related Funds only; typical performance allocation ranges from 10% to 15% of net gains as described in fund offering documents
Most active in
Villafranco Wealth Management has reported serving >5 clients in these states in the last 12 months.
California · Connecticut · Florida · New Jersey · New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")