WOLFSON PRIVATE WEALTH, LLC

Overview

Wolfson Private Wealth, LLC is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm focuses on financial planning and portfolio management for individuals and small businesses, operating primarily as a discretionary manager across client accounts. Investment activity centers on equities—especially exchange-traded equities and ETFs—supported by a fee model that includes percentage-of-AUM fees, hourly charges and, in some circumstances, performance-based fees. The adviser does not position itself as a capital allocator and does not advertise ESG integration or broad multi-state advisory reach.

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Location & Offices