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- Custodian
- Fidelity/NFS ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-01-2008
- Office Locations
- 1
Office Locations
About Wolfbridge Wealth
WolfBridge Wealth is a research-based financial planning firm serving the Research Triangle Park/Durham area and clients beyond, providing ongoing planning and specialized divorce financial planning for individuals and families. Led by Michael Kothakota, Ph.D., the practice applies evidence-based, behavioral-finance informed guidance and portfolio construction, often implemented with ETFs and public funds alongside high-quality fixed income. Kothakota previously led research at the CFP Board and teaches at Columbia and NYU.
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Owner & Executives
MICHAEL GERARD KOTHAKOTA
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #4974068
- Ownership
- 50% but less than 75%
JESSICA JO WERY
President
- CRD
- --
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,912,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $88,912,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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