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Building 2WOLFSTONE WEALTH

Map pin
Phone630-640-3582
NotebookSEC #801-136177
Total AUM
$110.3M
Employees
2
Clients
153

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
630-640-3582

ReceiptFinancials

Total AUM
$110.3M
Accounts
152
Discretionary
$110.3M
Accounts
152
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
121
AUM
$36.4M
HNW Individual Clients
32
AUM
$73.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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