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
http://www.wolfersam.com
By the Numbers
  • Total Assets Under Management
    121
    MILLION
  • Total Number of Accounts
    149
    ACCOUNTS
  • 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
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
Eric Wheeler, financial advisor Piedmont CA
Eric M. Wheeler
CRD#: 5570782
Piedmont, CA

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, financial advisor Piedmont CA
Erik S. Wolfers
CRD#: 4214621
Piedmont, CA

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.

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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