Direwolf Wealth Management, LLC

RIASEC Registered
Total AUM
$9M
Discretionary
$9M
100% of AUM
Avg account
$272K
Accounts
33
Employees
3
Advisory reps
3

Firm details

Headquarters
Spring, Texas
CRD number
169000
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI85.73%
  • Corporations / Businesses10.56%
  • Individuals3.71%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Direwolf Wealth Management, LLC is a small, privately owned LLC that provides discretionary portfolio management to both individuals/families and institutions. The firm reports an owner-operated structure and offers advisory services for individuals, small businesses, and larger business or institutional clients. Its reported fee arrangements include percentage-of-AUM billing, flat fees, and performance-based fee structures. Direwolf does not identify as an active ESG investor, does not act as a capital allocator, and is not listed as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 45%, Exchange Traded Equities 40%, Derivatives 10%, Investment Grade Corp Bonds 5%45%
  • US Government Bonds45%
  • Exchange Traded Equities40%
  • Derivatives10%
  • Investment Grade Corp Bonds5%

Contacts

3 of 3
  • Eduardo Giralt

    Eduardo Giralt

    Financial AdvisorCRD 3250935

  • Juan Puig

    Juan Puig

    Investment Adviser RepresentativeCRD 5510049

  • Jose Chacon Soto

    Registered Investment AdviserCRD 6094336

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Spring, TX

Montgomery

Location

Spring, TX

Headquartered in Spring, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Montgomery
Address
1095 Evergreen Cir
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth