Edward Wolfe LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Reston, Virginia
CRD number
311009
Registered since
August 23, 2021

Firm profile

FINTRX

Overview

Edward Wolfe LLC is organized as a limited liability company and is recorded by FINTRX as an SEC-registered advisory firm since 2021. Ownership is listed as a combination of a domestic entity and an individual. The data set does not assign the firm a specific advisory classification and does not identify it as a capital allocator or a pension consultant. FINTRX indicates the firm is not active on ESG investing and is not flagged as a multi-state adviser. Several typical firm-level fields — including client base, fee structure, business activities, and advisory services — are not populated in the available record, leaving the firm’s target clients and service model unspecified.

Assets & Accounts

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

Owners & executives

1 of 1
  • Jonathon Rowles

    Jonathon Rowles

    Chief Executive OfficerCRD 4774537

Contacts

2 of 2
  • Brian Megenity

    Brian Megenity

    CCOCRD 2889637

  • Beza Getnet

    Beza Getnet

    Director of OperationsCRD 7126758

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Reston, VA

Fairfax

Location

Reston, VA

Headquartered in Reston, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Fairfax
Address
11710 Plaza America Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth