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, individual-owned registered investment adviser that began SEC registration in 2021. The firm positions itself as a capital allocator serving both individual/family and institutional clients. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and the selection of third-party managers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1
Theodore Wolfstich
Registered Investment AdvisoryCRD 2739474
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$336M in ETFs
74%
$249M
24%
$87M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 2000 ETF (IWM) | BlackRock | Passive | Small Blend | $242M | 542,460 | 72.08% |
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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