Overview
Assets Under Management: $145 million
Headquarters: SAN RAFAEL, CA
High-Net-Worth Clients: 65
Average Client Assets: $1.6 million
Frequently Asked Questions
WULFF, HANSEN & CO. 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 #908), WULFF, HANSEN & CO. is subject to fiduciary duty under federal law.
WULFF, HANSEN & CO. is headquartered in SAN RAFAEL, CA.
WULFF, HANSEN & CO. serves 65 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, WULFF, HANSEN & CO. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
WULFF, HANSEN & CO. manages $145 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, WULFF, HANSEN & CO. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.86%
Average Client Assets: $1.6 million
Total Client Accounts: 143
Discretionary Accounts: 143
Regulatory Filings
CRD Number: 908
Filing ID: 2079834
Last Filing Date: 2026-03-24 13:10:02