DIREWOLF WEALTH MANAGEMENT, LLC

Overview

Direwolf Wealth Management, LLC is an individually owned limited liability company that provides discretionary portfolio management to individuals, small businesses and institutional clients. The firm charges a mix of percentage-of-AUM fees, fixed fees and, in some arrangements, performance-based fees. Its advisory remit explicitly includes portfolio management for both individuals/small businesses and for business or institutional entities. FINTRX classifies the firm as not actively investing with an ESG focus and not a pension consultant or related adviser. Direwolf reports a fixed-income orientation in its asset preferences, with a notable emphasis on U.S. government bonds. The firm is not identified as a capital allocator on third-party platforms, but it does place client capital into alternative structures via private placements.

Assets & Accounts

Investments & Alternatives

Location & Offices