Wolfstone Wealth
Firm details
- Headquarters
- ,
- CRD number
- 319230
- Registered since
- May 11, 2026
- Website
- www.wolfstonewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI66.99%
- Individuals33.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Wolfstone Wealth is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals and families and combines advisory services with insurance brokerage. Its advisory offering, per filings, includes financial planning, portfolio management for individuals and small businesses, and pension consulting services. Compensation appears to be a mix of percentage-of-AUM fees and fixed fees. Wolfstone does not identify as an active ESG investor and is not listed as a multi-state adviser.
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 Equities83%
- Non-Exchange Traded Equities10%
- Investment Grade Corp Bonds7%
Contacts
1 of 1
Christopher Krzus
Founder and PresidentCRD 3237763
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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