Wolfgang Capital

Wolfgang Capital (CRD# 283525) is a financial advisory firm headquartered in Temecula, CA. They manage $64,600,000 in 520 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    520
    ACCOUNTS
  • Average Account Value
    $124,231
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at Wolfgang Capital
Showing 1 - 2 of 2 top financial advisors.
1
Zachary W. Herzog
CRD#: 6245971
28765 Single Oak Drive, Suite 125, Temecula, CA 92590

Zachary Herzog (CRD# 6245971) is an Investment Advisor Representative working at Wolfgang Capital in Temecula, CA and has over 10 years of experience in the finance industry.

2
Ryan C. Mizer
CRD#: 6847725
28765 Single Oak Drive, Suite 125, Temecula, CA 92590

Ryan Mizer (CRD# 6847725) is an Investment Advisor Representative working at Wolfgang Capital in Temecula, CA and has over 5 years of experience in the finance industry.

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