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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Wolfers Asset Management LLC
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|---|---|
| CRD # | 121359 |
| SEC # | 801-132059 |
| CIK # | |
| AUM | $142.3 M (2025-02-24) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 510-601-1935 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 20.7 |
| (b) Individuals (high net worth individuals) | 64 | 121.2 |
| (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 | 0.4 |
| (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 | 346 | 142.3 |
| By Discretionary | ||
| Discretionary | 346 | 142.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 346 | 142.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 142.3 | |
| Total | 346 | 142.3 |
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|---|---|---|
|
Grace Capital Management LLC
✚
|
TX | 0.1 |
|
Cannon Advisors Inc
✚
|
NC | 0.1 |
|
Haven Capital Group Inc
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CA | 0.1 |
|
Media Wealth LLC
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CA | 0.1 |
|
Seventwo LLC
✚
|
CO | 0.1 |
|
Hampton Rock Wealth Management I LLC
✚
|
TX | 0.1 |
|
Kropog Financial Group LLC
✚
|
LA | 0.1 |
|
PR Wealth Management Group Inc
✚
|
IL | 0.1 |
|
Fidelis Financial Planning LLC
✚
|
MO | 0.1 |
|
One Resource Group Wealth Management LLC
✚
|
OH | 0.1 |