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WOLFSTICH CAPITAL, LLC
445 Main Street
Suite 303
Medfield, Massachusetts 02052
Tel: (508) 242-9400
About WOLFSTICH CAPITAL, LLC
WOLFSTICH CAPITAL, LLC, formally registered with the SEC as WOLFSTICH CAPITAL, LLC. The firm was established in 08/05/2021. They have over 2 offices throughout the country.
WOLFSTICH CAPITAL, LLC is a Medfield, Massachusetts based Financial Planning firm with nearly $144,641,000 assets under management, offering retirement planning & investment advisory services to 270 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 146026 |
| SEC# | 801-121875 |
| Assets Managed by Firm | $144,641,000 |
| No. of Clients | 270 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 270 | $144,641,000 |
| Individuals (other than high net worth individuals) | 23 | $7,000,000 |
| High net worth individuals | 55 | $130,391,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $300,000 |
| Charitable organizations | Fewer than 5 clients | $6,950,000 |
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