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WOLFSTICH CAPITAL, LLC
CRD 146026 · SEC 801-121875
445 MAIN STREET, SUITE 303, MEDFIELD, MA, 02052, United States
Phone
781-475-6157
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$162.1M
Discretionary AUM
$162.1M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $17.5M |
| High net worth individuals | 55 | $137.4M |
| Charitable organizations | 1 | $7.2M |
States served
MA, NY, TX
All web addresses on file
Official SEC filing: View on IAPD