Wolfstich Capital, LLC
Wolfstich Capital, LLC (CRD# 146026) is a financial advisory firm headquartered in Medfield, MA. They manage $97,834,538 in 281 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management98MILLION
Total Number of Accounts281ACCOUNTS
Average Account Value$348,166
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Theodore Wolfstich (CRD# 2739474) is an Investment Advisor Representative working at Wolfstich Capital, LLC in Medfield, MA and has over 21 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.
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.