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 a limited liability company that registered with the SEC in 2021. Public filings and the FINTRX snapshot identify the ownership as a domestic entity/individual and list the firm's regulatory classification as unclassified. The firm is not flagged as a capital allocator, pension consultant, related adviser, or an active ESG investor. FINTRX does not report details about the firm’s advisory activities, client types, fee schedule, or specific business lines.
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
1 of 1JONATHON ROWLES
Chief Executive OfficerCRD 4774537
Contacts
2 of 2BEZA GETNET
Director of OperationsCRD 7126758
BRIAN MEGENITY
CCOCRD 2889637
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
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