Edward Wolfe LLC
Firm details
- Headquarters
- Reston, Virginia
- CRD number
- 311009
- Registered since
- August 23, 2021
- Website
- www.edward-wolfe.com
Firm profile
FINTRXOverview
Edward Wolfe LLC is an SEC-registered limited liability company that appears to have limited public-facing activity. The firm is registered since 2021 and its ownership is listed as a domestic entity and an individual. Public records classify the adviser as unclassified and indicate it does not act as a capital allocator, is not an active ESG investor, is not a pension consultant, and is not flagged as a multi-state or related adviser. The firm has provided no detail about its advisory services, investment process, client types, or fee structure in the available data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Jonathon Rowles
Chief Executive OfficerCRD 4774537
Contacts
2 of 2
Beza Getnet
Director of OperationsCRD 7126758
Brian Megenity
CCOCRD 2889637
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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