WOLF PACK WEALTH
Firm details
- Headquarters
- RENO, Nevada
- CRD number
- 333926
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wolf Pack Wealth is a small, independent registered investment adviser organized as an LLC that serves individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with insurance brokerage capabilities, including the sale of annuity products. Its pricing is mixed — it charges asset-based fees alongside hourly and fixed fees and also earns commission-based revenue, which aligns with its insurance brokerage activities. The adviser does not identify as an ESG investor and is not registered as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities75%
- Public Funds/Mutual Funds25%
Contacts
1 of 1Michael Affinito
Registered Investment AdvisorCRD 6884218
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
RENO, NV
WASHOE
Location
RENO, NV
Headquartered in RENO, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.
- Metro area
- Reno-Carson City-Fernley, NV
- Region
- West
- County
- WASHOE
- Address
- 515 Court St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
DISCRETIONARY INC.
RIARENO, NV
MICHAEL MELLBERG INVESTMENT ADVISOR
RIARENO, NV
RESOURCE CAPITAL MANAGEMENT, LLC
RIARENO, NV
KLARAOS, LLC
RIARENO, NV
FUND ASSET MANAGERS
RIARENO, NV
CUNNINGHAM INVESTMENT MANAGEMENT, LLC
RIARENO, NV