W
$21.0M Total AUM
$21.0M Disc. AUM
-- 3Y CAGR
2 Employees
32 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-22-2010
- Office Locations
- 2
Office Locations
-- Iselton CA
-- Isleton CA
About Wolfson Wealth Management
Wolfson Wealth Management is a Isleton-based RIA with 2 offices. The firm has been operating for 16 years. Managing $21.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley.
Team overview
-- AVG AGE
$10.5M AVG AUM / ADVISOR
$656.3K AVG AUM / CLIENT
15.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
L
LESLIE JAY WOLFSON
Chief Compliance Officer, Managing Member, Owner
- CRD
- #1113801
- Ownership
- 75% or more
Available
Available
Available
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G
GLENN RAY WOLFSON
Owner
- CRD
- #5926295
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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