WOLFSTICH CAPITAL, LLC
Firm details
- Headquarters
- MEDFIELD, Massachusetts
- CRD number
- 146026
- Registered since
- August 5, 2021
- Website
- wolfstichcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.77%
- Individuals10.79%
- Charitable Organizations4.44%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Wolfstich Capital, LLC is an independent registered investment adviser that began SEC registration in 2021 and is organized as an LLC with individual ownership. The firm provides advice to both individual/family clients and institutional investors and acts as a capital allocator, meaning it selects and places client capital with external managers in addition to managing portfolios directly. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds95%
- US Government Bonds4%
- Exchange Traded Equities1%
Contacts
1 of 1THEODORE WOLFSTICH
Registered Investment AdvisoryCRD 2739474
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$353M in ETFs
3%
$11.3M
24%
$342M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB GOVERNMENT MONEY MARKET ETF (SGVT) | Schwab | $247M | 2,471,981 | 69.98% |
Location
MEDFIELD, MA
NORFOLK
Location
MEDFIELD, MA
Headquartered in MEDFIELD, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- NORFOLK
- Address
- 445 Main St
- Time zone
- ET (UTC-5)
- Office locations
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