$12.0M Total AUM
$12.0M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-26-2024
- Office Locations
- 1
Office Locations
-- Westport CT
About Wolfhound Wealth
Wolfhound Wealth is a Connecticut-registered RIA offering a hybrid approach: long-term passive portfolios (often ETF-based) paired with actively managed, options-driven risk management. The firm builds tailored solutions for goals like retirement planning, concentrated stock, and tax-aware situations, and supports a range of account types including IRAs. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$12.0M AVG AUM / ADVISOR
$3.0M AVG AUM / CLIENT
1.8 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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Investment Themes
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Investment Vehicles
Available
Services
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Owner & Executives
W
WILLIAM LOUGHRAN PARRY
Chief Compliance Officer, Managing Member, Trader
- CRD
- #5154039
- 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 | $12,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Derivatives:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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