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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    98
    ACCOUNTS
  • Average Account Value
    $229,592
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
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.

CA

Financial Advisors at Wolfers Asset Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Erik S. Wolfers
CRD#: 4214621
Piedmont, CA
96
Wealthminder
score

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.

2
Eric M. Wheeler
CRD#: 5570782
Piedmont, CA
90
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.