Direwolf Wealth Management, LLC
Firm details
- Headquarters
- Spring, Texas
- CRD number
- 169000
- Website
- www.governingdynamicsria.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI85.73%
- Corporations / Businesses10.56%
- Individuals3.71%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Direwolf Wealth Management, LLC is a small, privately owned LLC that provides discretionary portfolio management to both individuals/families and institutions. The firm reports an owner-operated structure and offers advisory services for individuals, small businesses, and larger business or institutional clients. Its reported fee arrangements include percentage-of-AUM billing, flat fees, and performance-based fee structures. Direwolf does not identify as an active ESG investor, does not act as a capital allocator, and is not listed as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds45%
- Exchange Traded Equities40%
- Derivatives10%
- Investment Grade Corp Bonds5%
Contacts
3 of 3
Eduardo Giralt
Financial AdvisorCRD 3250935
Juan Puig
Investment Adviser RepresentativeCRD 5510049
Jose Chacon Soto
Registered Investment AdviserCRD 6094336
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Spring, TX
Montgomery
Location
Spring, TX
Headquartered in Spring, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Montgomery
- Address
- 1095 Evergreen Cir
- Time zone
- CT (UTC-6)
- Office locations
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