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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-06-2016
- Office Locations
- 2
Office Locations
About Wolfgang Capital
Wolfgang Capital is a Temecula, CA-based advisory firm focused on retirees and pre-retirees, providing integrated retirement planning that ties finances and goals together, with tax planning and portfolio construction. Client portfolios commonly use ETFs, mutual funds and fixed income. A notable distribution angle: the firm runs retirement seminars and offers its published guide, "The Whole Picture Retirement Plan," and it custodies assets with Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
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Owner & Executives
ZACHARY WOLFGANG HERZOG
Chief Executive Officer, Financial Professional, Owner
- CRD
- #6245971
- Ownership
- 75% or more
Ryan Cole Mizer
Insurance Agent, MANAGING DIRECTOR
- CRD
- #6847725
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Travis Cramer
--
- CRD
- #8134007
Enrique G Sanchez
--
- CRD
- #7698943
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $128,884,000 | $176,796 |
| Non-Discretionary | $0 | -- |
| Total | $128,884,000 | $176,796 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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