Wolfbridge Wealth

Wolfbridge Wealth (CRD# 148317) is a financial advisory firm headquartered in Durham, NC. They manage $59,366,000 in 43 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4819 Emperor Boulevard, Suite 400, Durham, NC 27703
http://www.wolfbridgefinancial.com
By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $1,380,605
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Wolfbridge Wealth
Showing 1 - 1 of 1 top financial advisors.
1
Michael Kothakota, financial advisor Durham NC
Michael G. Kothakota
CRD#: 4974068
4819 Emperor Boulevard, Suite 400, Durham, NC 27703

Michael Kothakota (CRD# 4974068) is an Investment Advisor Representative working at Wolfbridge Wealth in Durham, NC and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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