Wolfers Asset Management LLC
Wolfers Asset Management LLC (CRD# 121359) is a financial advisory firm headquartered in , . They manage $120,600,000 in 149 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Wolfers Asset Management LLC
By the Numbers
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Total Assets Under Management121MILLION
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Total Number of Accounts149ACCOUNTS
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Average Account Value$809,396
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Wolfers Asset Management LLC
1
Eric Wheeler (CRD# 5570782) is an Investment Advisor Representative working at Wolfers Asset Management LLC in Piedmont, CA and has 1 year of experience in the finance industry.
2
Erik Wolfers (CRD# 4214621) is an Investment Advisor Representative working at Wolfers Asset Management LLC in Piedmont, CA and has over 22 years of experience in the finance industry.
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