$19.9M Total AUM
$19.9M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-14-2024
- Office Locations
- 1
Office Locations
36 Maplewood AVE Portsmouth NH
About Wolf Pine Capital
Wolf Pine Capital is a fee-only fiduciary wealth manager providing personalized financial planning, disciplined low-fee, tax-efficient investment management, and wealth transfer/estate-planning guidance for clients focused on multigenerational legacy. Offers a straightforward 2% AUM fee and client access via Schwab Alliance with planning through RightCapital.
Team overview
-- AVG AGE
$19.9M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
P
Peter Willett Ankeny
Chief Compliance Officer, FOUNDER
- CRD
- #6618153
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,904,847 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,904,847 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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