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 a limited liability company that registered with the SEC in 2021. The firm is classified as "Unclassified" in the available snapshot and is owned by a domestic entity and an individual. The profile indicates the firm is not a capital allocator and does not identify as an active ESG investor. It is also not listed as a multi-state adviser, pension consultant, or related adviser.

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
  • Beza Getnet

    Beza Getnet

    Director of OperationsCRD 7126758

  • Brian Megenity

    Brian Megenity

    CCOCRD 2889637

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