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- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-07-2023
- Office Locations
- 1
Office Locations
About Wolfstone Wealth
Wolfstone Wealth is an independent RIA providing comprehensive financial planning and investment management for successful business owners, professionals, and executives. The firm uses its LEAD (Learn, Evaluate, Agree, Deploy) planning process and a risk-managed approach to build portfolios primarily using ETFs, stocks, CDs, no-load mutual funds, and corporate/municipal bonds. Custodies with Charles Schwab and can meet clients nationwide.
Team overview
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Investment Themes
Investment Vehicles
Platform
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Owner & Executives
Christopher Ryan Krzus
Chief Compliance Officer, Owner, President
- CRD
- #3237763
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $110,330,007 | $725,855 |
| Non-Discretionary | $0 | -- |
| Total | $110,330,007 | $725,855 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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