Wolf & Raven Private Wealth

Overview

Wolf & Raven Private Wealth is a small, independent registered investment adviser serving individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and select pension consulting services. The firm bills on a percentage-of-assets basis and also offers hourly advisory work, which points to a hybrid model serving both ongoing wealth management relationships and standalone planning engagements. The adviser reports a clear preference for equities as the primary building block of client portfolios and does not identify as an active ESG investor. As an owner-operated RIA, the firm does not position itself as a capital allocator; instead it appears to implement client strategies through liquid public markets and third-party vehicles. Given the limited scale and a single office footprint, emphasis is on personalized, direct advice for a small book of clients rather than institutional or multi-state distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices