Wolfstich Capital, LLC
Wolfstich Capital, LLC (CRD# 146026) is a financial advisory firm headquartered in Medfield, MA. They manage $128,645,254 in 256 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 Management129MILLION
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Total Number of Accounts256ACCOUNTS
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Average Account Value$502,521
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NY, TX
Financial Advisors at Wolfstich Capital, LLC
1
Theodore Wolfstich (CRD# 2739474) is an Investment Advisor Representative working at Wolfstich Capital, LLC in Medfield, MA and has over 27 years of experience in the finance industry.
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