Direwolf Wealth Management, LLC

Direwolf Wealth Management, LLC (CRD# 169000) is a financial advisory firm headquartered in The Woodlands, TX. They manage $15,306,835 in 38 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $402,811
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Direwolf Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Juan C. Puig
CRD#: 5510049
1095 Evergreen Circle, Suite 200, The Woodlands, TX 77380
90
Wealthminder
score

Juan Puig (CRD# 5510049) is an Investment Advisor Representative working at Direwolf Wealth Management, LLC in The Woodlands, TX and has over 4 years of experience in the finance industry.

2
Jose M. Chacon Soto
CRD#: 6094336
Hermosillo,
88
Wealthminder
score

Jose Chacon Soto (CRD# 6094336) is an Investment Advisor Representative working at Direwolf Wealth Management, LLC in Hermosillo, and has 1 year of experience in the finance industry.

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