WOLFBRIDGE WEALTH

Overview

Wolfbridge Wealth is an independent registered investment adviser serving individual and family clients with a focus on customized portfolio management and financial planning. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees and offers services that include financial planning, portfolio management for individuals and small businesses, pension consulting support, and educational seminars. Wolfbridge tends to favor equity exposure across client portfolios, and its filings show a material allocation to non-exchange traded equity positions alongside more traditional pooled vehicles. The firm is structured as a corporation with individual ownership and operates without an active ESG investing mandate. It is not classified as a multi-state adviser and presents itself as a practice oriented toward high-net-worth households and small business owners rather than institutional capital allocation.

Assets & Accounts

Public Holdings

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Location & Offices