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| Keyboard |
| Wolfstone Wealth LLC
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|---|---|
| CRD # | 319230 |
| SEC # | 801-136177 |
| CIK # | |
| AUM | 110.3 M (2026-05-07) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 630-640-3582 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 121 | 36.4 |
| (b) Individuals (high net worth individuals) | 32 | 73.9 |
| (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 | 152 | 110.3 |
| By Discretionary | ||
| Discretionary | 152 | 110.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 152 | 110.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.3 | |
| Total | 152 | 110.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Success Wealth Management LLC
✚
|
PA | 110.5 M |
|
REH Wealth Advisors LLC
✚
|
NC | 110.5 M |
|
The Turlington Group Inc
✚
|
NC | 110.5 M |
|
Mussett Wealth Management LLC
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|
NY | 110.4 M |
|
Midway Capital Research & Management LLC
✚
|
IL | 110.4 M |
|
Quint Wealth Management Inc
✚
|
NY | 110.4 M |
|
RJJ Pasadena Securities Inc
✚
|
NV | 110.3 M |
|
CornerStone Professional Advisor Services LLC
✚
|
NY | 110.3 M |
|
CFG Wealth Management Services Inc
✚
|
IN | 110.2 M |
|
Pacific Financial Advisors Inc
✚
|
WA | 110.2 M |