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VILLAFRANCO WEALTH MANAGEMENT
Legal name: SOUTHWIND ASSOCIATES OF NJ INC.
CRD 110371File 801-57412
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$299.1M
Below cohort median (national)
Discretionary AUM
$98.8M
Non-discretionary $200.4M
Clients
76
122 accounts
Employees
4
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 27, 2000
- Principal office
- Not reported
- Phone
- 2013761507
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $299.1M
- Discretionary AUM
- $98.8M
- Non-discretionary AUM
- $200.4M
- Discretionary accounts
- 105
- Non-discretionary accounts
- 17
- Total accounts
- 122
- AUM per client
- $3.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 2 | $145.0M |
| High net worth individuals | 26 | $124.8M |
| Pooled investment vehicles | 2 | $22.0M |
| Individuals (other than high net worth individuals) | 46 | $7.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.