Edward Wolfe LLC
Firm details
- Headquarters
- Reston, Virginia
- CRD number
- 311009
- Registered since
- August 23, 2021
- Website
- www.edward-wolfe.com
Firm profile
FINTRXOverview
Edward Wolfe LLC is organized as a limited liability company and is SEC-registered as of 2021. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the available data and is not identified as a capital allocator. It does not report active ESG investing activity, is not a multi-state adviser, and is not described as a pension consultant or related adviser.
Assets & Accounts
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
Owners & executives
2 of 2
Brian Megenity
Chief Compliance OfficerCRD 2889637
Jonathon Rowles
Chief Executive OfficerCRD 4774537
Contacts
1 of 1
Beza Getnet
Director of OperationsCRD 7126758
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Reston, VA
Fairfax
Location
Reston, VA
Headquartered in Reston, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 11710 Plaza America Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Guidance Securities, LLC
Broker-DealerReston, VA
GIT Investment Services, Inc.
Broker-DealerLeesburg, VA
Dominion Partners, L.C.
Broker-DealerGlen Allen, VA
Financial Security Management, Incorporated
Broker-DealerVirginia Beach, VA
Meridian Investments, Inc.
Broker-DealerVienna, VA
Kippsdesanto & Company
Broker-DealerMclean, VA