Wolfstone Wealth
Wolfstone Wealth (CRD# 319230) is a financial advisory firm headquartered in Wheaton, IL. They manage $79,703,506 in 217 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management80MILLION
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Total Number of Accounts217ACCOUNTS
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Average Account Value$367,297
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Wolfstone Wealth
1
Christopher Krzus (CRD# 3237763) is an Investment Advisor Representative working at Wolfstone Wealth in Wheaton, IL and has over 22 years of experience in the finance industry.
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