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WOLFBRIDGE WEALTH
WOLFBRIDGE FINANCIAL CORPORATION
CRD 148317 · SEC 801-69667
4819 EMPEROR BOULEVARD, SUITE 400, DURHAM, NC, 27703, United States
Phone
919-267-6740
Fax
919-267-6732
Registration
— (—)
Source
State registered
Total AUM
$88.9M
Discretionary AUM
$88.9M
Team
3 total employees; 1 advisory reps; 8 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminarsDIVORCE ADVICE, AND BUSINESS ADVICE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $17.1M |
| High net worth individuals | 32 | $71.8M |
All web addresses on file
Official SEC filing: View on IAPD