CRD: 169000
Direwolf Wealth Management, LLC
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-14-2014
- Office Locations
- 3
Office Locations
About Direwolf Wealth Management, LLC
Direwolf Wealth Management, LLC (Governing Dynamics) is a Texas-registered RIA serving individuals and institutions with custom portfolio construction, risk management, and tailored strategies aligned to goals and time horizon. The firm emphasizes structured, data-driven design with deep experience in derivatives and other sophisticated instruments, often combining fixed income and ETFs for diversification and capital preservation. Custodies with Interactive Brokers.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Services
Owner & Executives
JUAN PUIG
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5510049
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JOSE MARIA CHACON SOTO
--
- CRD
- #6094336
EDUARDO GIRALT
--
- CRD
- #3250935
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,969,995 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,969,995 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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