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WOLFE RESEARCH ADVISORS, LLC
CRD 326717 · SEC 801-128154
757 3RD AVENUE, 6TH FLOOR, NEW YORK, NY, 10017, United States
Phone
646-845-0700
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
—
Discretionary AUM
—
Team
209 total employees; 143 advisory reps; 7 broker-dealer reps
Clients
0
Fees
Subscription fees; COMMISSIONS TO AFFILIATED BROKER
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (investment companies)Pension consultingPublication of periodicalsRESEARCH REPORTS AND MODELS
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $0 |
| Pension/profit sharing plans | 1 | $0 |
| State/municipal entities | 6 | $0 |
States served
TX
Official SEC filing: View on IAPD