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BORACCHIA WIVIOTT WEALTH PARTNERS LLC
BWWP, LLC
CRD 287877
74710 HIGHWAY 111, STE 102, PALM DESERT, CA, 92260, United States
Phone
424 625 8943
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$10.2M
Discretionary AUM
$10.0M
Team
2 total employees; 2 advisory reps; 4 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $180K |
| High net worth individuals | 23 | $10.0M |
All web addresses on file
Official SEC filing: View on IAPD