Wolfpack Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 301719
- Website
- www.wolfpackwealth.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals97.11%
- Corporations / Businesses2.89%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Wolfpack Wealth Management is an independent registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm offers a mix of financial planning and discretionary portfolio management, with services extending to businesses and small institutions, pension consulting, and educational workshops. Its fees are charged using a combination of percentage-of-AUM, hourly, and fixed-fee arrangements. The firm reports being an active ESG investor and lists an affiliation with an accounting professional or firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- US Government Bonds11%
- Cash & Cash Equivalents11%
- Investment Grade Corp Bonds2%
- Non-Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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