William Scott Villafranco
Investment adviser representative at Villafranco Wealth Management
22 yearsExperience
3 statesRegistered in
$299.1MFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Villafranco Wealth ManagementNov 1995 to now
- Apb Financial Group, IncJan 1999 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, TX).
Villafranco Wealth Management
Legal name: Southwind Associates of Nj Inc.
$299.1MAssets managed
76Clients
1Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2190885
- Firm CRD
- 110371