|
⚲
|
| Wulff Hansen & Co
✚
|
|
|---|---|
| CRD # | 908 |
| SEC # | 801-126111 |
| CIK # | 0000108634, 0000728216 |
| AUM | $144.8 M (2026-03-24) |
| Employees | 9 (33% Investors, 89% Brokers) |
| Phone | 415-421-8900 |
| Address | 100 Smith Ranch Road San Rafael, CA 94903 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 4.1 | ||
| United Technologies Corp /DE/ | 4.1 | ||
| Apple Inc | 3.8 | ||
| J P Morgan Chase & Co | 3.6 | ||
| Microsoft Corp | 3.5 | ||
| Procter & Gamble Co | 2.8 | ||
| General Electric Co | 2.6 | ||
| CSX Corp | 2.4 | ||
| Johnson & Johnson | 2.3 | ||
| Bank of America Corp /DE/ | 2.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 24.6 |
| (b) Individuals (high net worth individuals) | 64 | 95.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.0 |
| (h) Charitable organizations | 6 | 11.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 138 | 132.5 |
| By Discretionary | ||
| Discretionary | 138 | 132.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 138 | 132.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 132.5 | |
| Total | 138 | 132.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000108634] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
IGW Advisory Investment Management LLC
✚
|
0.1 | |
|
Desmond Wealth Management Inc
✚
|
CA | 0.1 |
|
Vision Capital Management Corporation
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|
0.1 | |
|
Trailwise Financial Partners LLC
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CO | 0.1 |
|
Knox Avenue Financial Corp
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MN | 0.1 |
|
EGSI Investment Management Inc
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OH | 0.1 |
|
Davis Financial Management Inc
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|
KS | 0.1 |
|
Sterling Financial Advisors LLC
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|
0.1 | |
|
Columbus Street Wealth Management LLC
✚
|
0.1 | |
|
Glover Park Wealth Management LLC
✚
|
VA | 0.1 |