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 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
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
Brian Megenity
CCOCRD 2889637

Beza Getnet
Director of OperationsCRD 7126758
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
Similar firms
Guidance Securities, LLC
Broker-DealerReston, VA
Harris Williams
Broker-DealerRichmond, VA
First Georgetown Securities, Inc
Broker-DealerAlexandria, VA
Dominion Partners, L.C.
Broker-DealerGlen Allen, VA
DMG Securities, Inc.
Broker-DealerGreat Falls, VA
Spire Securities, LLC
Broker-DealerMclean, VA