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WOLFGANG CAPITAL
WOLFGANG CAPITAL LLC
CRD 283525 · SEC 801-134184
28751 RANCHO CALIFORNIA RD, SUITE 100, TEMECULA, CA, 92590, United States
Phone
951-200-5084
Fax
951-200-5093
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$128.9M
Discretionary AUM
$128.9M
Team
5 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 375 | $49.0M |
| High net worth individuals | 55 | $79.8M |
States served
AZ, CA, TX
All web addresses on file
- https://councils.forbes.com/profile/Zachary-W-Herzog-Chief-Executive-Officer-Wolfgang-Capital/1cffff36-bd2e-445f-ac32-233f35d565
- HTTP://WWW.WOLFGANGC.COM
- https://www.linkedin.com/company/wolfgang-capital-llc/
- https://twitter.com/wolfgangcapital
- https://www.facebook.com/Wolfgang-Capital-LLC-1237868836289099/
- https://www.youtube.com/channel/UCDcPUydi7ACdr_OY8PEVTfw/
- https://calendly.com/wolfgangcapital_ryanmizer
- https://calendly.com/wolfgangcapital_zacharyherzog
- https://calendly.com/wolfgangcapital
- https://www.instagram.com/socalretirement/
Official SEC filing: View on IAPD