$668.1K Total AUM
$668.1K Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-27-2024
- Office Locations
- 1
Office Locations
-- Aurora CO
About Wolf & Raven Private Wealth
Wolf & Raven Private Wealth is a Aurora-based RIA. The firm has been operating for 1 years. Managing $668.1K in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
39 AVG AGE
$668.1K AVG AUM / ADVISOR
$66.8K AVG AUM / CLIENT
1.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
ANTHONY MICHAEL BETTENCOURT
Chief Compliance Officer, Managing Member
- CRD
- #6797428
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $668,133 | -- |
| Non-Discretionary | $0 | -- |
| Total | $668,133 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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