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Building 2WOLFSON WEALTH MANAGEMENT, LLC

Map pinFAYETTEVILLE, NY
Phone(315) 449-4730
NotebookSEC #801-107224
Total AUM
$51.3M
Employees
3
Clients
150

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7030 EAST GENESEE ST.
FAYETTEVILLE
NY 13066
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(315) 449-4730

ReceiptFinancials

Total AUM
$51.3M
Accounts
150
Discretionary
$51.3M
Accounts
150
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
148
AUM
$45M
HNW Individual Clients
2
AUM
$6.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NHNYTX

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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