Wolfers Asset Management LLC
Wolfers Asset Management LLC (CRD# 121359) is a financial advisory firm headquartered in , . They manage $22,500,000 in 98 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management23MILLION
Total Number of Accounts98ACCOUNTS
Average Account Value$229,592
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Erik Wolfers (CRD# 4214621) is an Investment Advisor Representative working at Wolfers Asset Management LLC in Piedmont, CA and has over 15 years of experience in the finance industry. Erik Wolfers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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.