$162.1M Total AUM
$162.1M Disc. AUM
12.7% 3Y CAGR
1 Employees
80 ADV. Clients
18 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-02-2008
- Office Locations
- 1
Office Locations
445 Main Street Suite 303 Medfield MA
About Wolfstich Capital, LLC
Wolfstich Capital, LLC is a retirement-focused advisory firm serving referred clients with a personalized, long-term, values-aligned approach. The firm provides financial planning and discretionary portfolio management, including asset allocation, risk management, and tax and estate planning, with insurance and annuity solutions as needed. Custody support includes Charles Schwab and Altruist.
Team overview
51 AVG AGE
$162.1M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
18.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Available
Available
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Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
THEODORE JOHN WOLFSTICH
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #2739474
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $162,101,000 | $593,777 |
| Non-Discretionary | $0 | -- |
| Total | $162,101,000 | $593,777 |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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