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WICKHAM FINANCIAL & INSURANCE SERVICES

MARIETTA, GA · CRD 307299 · IAPD ↗ · wickhamservices.com · 770-424-8711

$193.0MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — WICKHAM FINANCIAL & INSURANCE SERVICES reported RAUM up 32% ($145.8M -> $193.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
April 2025 — WICKHAM FINANCIAL & INSURANCE SERVICES notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
December 2024 — WICKHAM FINANCIAL & INSURANCE SERVICES notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.