Overview
Assets Under Management: $129 million
Headquarters: TEMECULA, CA
High-Net-Worth Clients: 55
Average Client Assets: $1.5 million
Frequently Asked Questions
WOLFGANG CAPITAL 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 #283525), WOLFGANG CAPITAL is subject to fiduciary duty under federal law.
WOLFGANG CAPITAL is headquartered in TEMECULA, CA.
WOLFGANG CAPITAL serves 55 high-net-worth clients according to their SEC filing dated February 17, 2026. View client details ↓
According to their SEC Form ADV, WOLFGANG CAPITAL offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
WOLFGANG CAPITAL manages $129 million in client assets according to their SEC filing dated February 17, 2026.
According to their SEC Form ADV, WOLFGANG CAPITAL serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.95%
Average Client Assets: $1.5 million
Total Client Accounts: 729
Discretionary Accounts: 729
Regulatory Filings
CRD Number: 283525
Filing ID: 2054046
Last Filing Date: 2026-02-17 09:19:11