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WOLFSON PRIVATE WEALTH, LLC
CRD 314416
1700 NW 64TH ST, # 470, FT. LAUDERDALE, FL, 33308, United States
Phone
954-609-5386
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$2.7M
Discretionary AUM
$2.7M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)ADVISORY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $2.2M |
| High net worth individuals | 2 | $509K |
Official SEC filing: View on IAPD