# Boracchia Wiviott Wealth Partners LLC

> Boracchia Wiviott Wealth Partners LLC is a state-registered investment advisory firm in Palm Desert, CA, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 20, 2026.

- CRD: 287877
- Filed as: BORACCHIA WIVIOTT WEALTH PARTNERS LLC
- Legal name: BWWP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Palm Desert, CA
- Filing period: October 2026
- Form ADV filing dated: July 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/287877
- AdvisorCensus page: https://advisorcensus.com/firm/boracchia-wiviott-wealth-partners-llc-palm-desert-ca-287877

## Quick answers

**How is Boracchia Wiviott Wealth Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Boracchia Wiviott Wealth Partners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Boracchia Wiviott Wealth Partners LLC located?**
Boracchia Wiviott Wealth Partners LLC's principal office is in Palm Desert, CA, according to its Form ADV.

**Is Boracchia Wiviott Wealth Partners LLC registered with the SEC or a state?**
Boracchia Wiviott Wealth Partners LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 287877.

**How much does Boracchia Wiviott Wealth Partners LLC manage?**
Boracchia Wiviott Wealth Partners LLC reports $147,068 in regulatory assets under management in its Form ADV filing dated July 20, 2026 (94% discretionary).

**What types of clients does Boracchia Wiviott Wealth Partners LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (2); individuals (other than high net worth individuals) (1).

**Does Boracchia Wiviott Wealth Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/287877

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $147,068
- Discretionary: $138,068
- Non-discretionary: $9,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $9,000 |
| High net worth individuals | 2 | $138,068 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bwwealthpartners.com
- bwwpllc.com
- LinkedIn @teamboracchia
- YouTube @MyBestLifestylePROS

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Boracchia Wiviott Wealth Partners LLC (CRD 287877): Form ADV filing data as of October 2026.