Wolfstich Capital, LLC

Wolfstich Capital, LLC (CRD# 146026) is a financial advisory firm headquartered in Medfield, MA. They manage $43,256,274 in 195 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    195
    ACCOUNTS
  • Average Account Value
    $221,827
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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.

MA, NY

Financial Advisors at Wolfstich Capital, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Theodore J. Wolfstich
CRD#: 2739474
Medfield, MA
96
Wealthminder
score

Theodore Wolfstich (CRD# 2739474) is an Investment Advisor Representative working at Wolfstich Capital, LLC in Medfield, MA and has over 20 years of experience in the finance industry. Theodore Wolfstich 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
Brian R. Hyde
CRD#: 6481411
266 Main Street, Suite 36b, Medfield, MA 02052
87
Wealthminder
score

Brian Hyde (CRD# 6481411) is an Investment Advisor Representative working at Wolfstich Capital, LLC in Medfield, MA and has 1 year of experience in the finance industry.

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