Overview
Assets Under Management: $142 million
High-Net-Worth Clients: 64
Average Client Assets: $2 million
Frequently Asked Questions
WOLFERS ASSET MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #121359), WOLFERS ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
WOLFERS ASSET MANAGEMENT LLC serves 64 high-net-worth clients according to their SEC filing dated February 24, 2025. View client details ↓
According to their SEC Form ADV, WOLFERS ASSET MANAGEMENT LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
WOLFERS ASSET MANAGEMENT LLC manages $142 million in client assets according to their SEC filing dated February 24, 2025.
According to their SEC Form ADV, WOLFERS ASSET MANAGEMENT LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.20
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 346
Discretionary Accounts: 346
Regulatory Filings
CRD Number: 121359
Last Filing Date: 2025-02-24 00:00:00
Website: https://www.firstandmainfinancial.com