Wolfhound Wealth

Overview

Wolfhound Wealth is a small, privately owned limited liability advisory firm that provides discretionary portfolio management for individuals and small businesses. The firm bills clients on a percentage-of-AUM basis and focuses on managing concentrated relationships rather than a high-volume retail practice. Investment activity centers on publicly available pooled funds as the primary vehicle for implementing client strategies; the firm does not identify itself as an active ESG investor and does not operate as a multi-state or pension consultant adviser. Strategy and manager selection appear oriented toward using packaged mutual fund exposures to cover core equity, fixed income and multi-asset needs rather than running large in-house trading programs or direct, concentrated stock portfolios. Given the firm’s size and client base, emphasis is on scalable, fee-transparent portfolio solutions that can be tailored to a small number of high-balance relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices