WULFF, HANSEN & CO.
Firm details
- Headquarters
- SAN RAFAEL, California
- CRD number
- 908
- Registered since
- July 15, 2022
- Website
- www.wulffhansen.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI72.86%
- Individuals17.88%
- Charitable Organizations8.38%
- Pension & Profit Sharing Plans0.88%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Wulff, Hansen & Co. is a corporate-structured wealth-management and advisory firm that registered with the SEC in 2022. It serves both individual/family clients and institutional accounts, offering portfolio management for individuals, small businesses and larger business or institutional clients. The firm operates as a broker‑dealer and a registered municipal advisor; it is not a capital allocator and does not report connections to related advisers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. The firm does not identify as an active ESG investor and is not registered as a multi-state 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
- Exchange Traded Equities72%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents12%
Contacts
3 of 10MARK PRESSMAN
PrincipalCRD 367444
BENJAMIN LEVINE
Senior AdvisorCRD 501479
Robert Pankratz
Vice PresidentCRD 6911222
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$20.7M in ETFs
95%
$19.7M
5%
$1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF (SCHD) | Schwab | Passive | Large Value | $1.7M | 54,273 | 8.05% |
Location
SAN RAFAEL, CA
MARIN
Location
SAN RAFAEL, CA
Headquartered in SAN RAFAEL, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- MARIN
- Address
- 100 Smith Ranch Rd
- Time zone
- PT (UTC-8)
- Office locations
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