|
⚲
|
| Wolfstone Wealth LLC
✚
|
|
|---|---|
| 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 ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 121 | 36.4 |
| (b) Individuals (high net worth individuals) | 32 | 73.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 152 | 110.3 |
| By Discretionary | ||
| Discretionary | 152 | 110.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 152 | 110.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.3 | |
| Total | 152 | 110.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Success Wealth Management LLC
✚
|
PA | 0.1 |
|
REH Wealth Advisors LLC
✚
|
NC | 0.1 |
|
The Turlington Group Inc
✚
|
NC | 0.1 |
|
Mussett Wealth Management LLC
✚
|
NY | 0.1 |
|
Midway Capital Research & Management LLC
✚
|
IL | 0.1 |
|
Quint Wealth Management Inc
✚
|
NY | 0.1 |
|
RJJ Pasadena Securities Inc
✚
|
NV | 0.1 |
|
CornerStone Professional Advisor Services LLC
✚
|
NY | 0.1 |
|
CFG Wealth Management Services Inc
✚
|
IN | 0.1 |
|
Pacific Financial Advisors Inc
✚
|
WA | 0.1 |