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VILLAFRANCO WEALTH MANAGEMENT

SOUTHWIND ASSOCIATES OF NJ INC.

CRD 110371 · SEC 801-57412

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

CA, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$299.1M

Discretionary AUM

$98.8M

Team

4 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-18

Disciplinary history

Yes

Verify reputation

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers

Client types

TypeClientsAUM
Individuals46$7.4M
High net worth individuals26$124.8M
Pooled investment vehicles2$22.0M
Charitable organizations2$145.0M

States served

CA, NJ, NY, TX, CT, FL

Official SEC filing: View on IAPD