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).
Current Firm Details
By the Numbers
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Total Assets Under Management65MILLION
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Total Number of Accounts520ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, TX
Financial Advisors at Wolfgang Capital
1
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 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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