Wolfson Wealth Management

Overview

Wolfson Wealth Management operates as a sole proprietorship that focuses on portfolio management for individuals and small businesses. The firm’s client base is primarily individual and family investors. Fee arrangements are flexible and include a percentage of assets under management, hourly charges, and fixed fees. Investment activity is concentrated on liquid equity instruments, with a clear preference for exchange-traded equities. The firm also maintains an affiliation as a real estate broker, which informs part of its non-traditional allocation activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices