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WOLFSON WEALTH MANAGEMENT

WOLFSON, LESLIE JAY

CRD 154034 · SEC 801-71527

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$21.0M

Discretionary AUM

$21.0M

Team

2 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-03-31

Disciplinary history

No

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  • SEC IAPD →

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Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals27$6.5M
High net worth individuals5$14.5M

Official SEC filing: View on IAPD