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| Keyboard |
| Wolfers Asset Management LLC
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|---|---|
| CRD # | 121359 |
| SEC # | 801-132059 |
| CIK # | |
| AUM | 165.3 M (2026-04-28) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 510-601-1935 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 49 | 14.6 |
| (b) Individuals (high net worth individuals) | 73 | 150.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 367 | 165.3 |
| By Discretionary | ||
| Discretionary | 367 | 165.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 367 | 165.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 165.3 | |
| Total | 367 | 165.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 10 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Vision Financial Management LLC
✚
|
OH | 165.7 M |
|
Feltl Advisors LLC
✚
|
MN | 165.6 M |
|
MK Brown Wealth Advisory LLC
✚
|
OH | 165.5 M |
|
Curtis Capital Advisors LLC
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KS | 165.5 M |
|
Dedeker Financial LLC
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|
MN | 165.5 M |
|
KC Asset Management Inc
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|
165.4 M | |
|
Redswan PC Inc
✚
|
TX | 165.3 M |
|
New England Schooner Inc
✚
|
MA | 165.2 M |
|
Expressive Wealth LLC
✚
|
IL | 165.2 M |
|
PR Wealth Management Group Inc
✚
|
IL | 164.9 M |