Wolfson Wealth Management

Overview

Wolfson Wealth Management operates as a sole proprietorship focused on serving individual and family clients. The firm provides portfolio management for individuals and small businesses and charges fees on a combination of AUM-based percentages, hourly billing, and fixed fees. Wolfson does not position itself as an ESG-focused manager, does not list multi-state adviser status, and is not described as a pension consultant or capital allocator. The firm maintains an industry affiliation as a real estate broker, which appears to overlap with its alternative-investment activity.

Assets & Accounts

Public Holdings

Investments & Alternatives